James O. Davis, MBA, CFP®, founder and senior financial planner of The Financial Advisory Group has over thirty years of investment experience. He is a Registered Investment Advisor and is licensed as an investment broker, insurance broker, and tax advisor, with an active practice in all of these areas. He has served as an expert witness on planning and investments, addressed numerous trade groups and associations, and is frequently featured as a speaker at educational seminars.
Prior to formally entering the field of investment management, financial and tax planning, Mr. Davis was responsible for planning activities involving hundreds of millions of dollars in various analysis and operating capacities. Including nine years with General Motors and Mellon Bank, he spent over twenty years in corporate responsibilities, serving as chief financial officer in a number of organizations.
James O. Davis: Degrees, Registrations, and Licenses & Affiliations
Degrees
CFP®, International Board of Standards & Practices for
Certified Financial Planners (1988)
MBA, Finance: University of California, Berkeley (1981)
[Beta Gamma Sigma — Business Honor Society]
BBA, Finance & Economics: Ohio University (1965)
Registrations & Licenses
Registered Investment Advisor: California Department of Corporations
Registered Representative: Centaurus Financial, Inc.
General Securities Principal: Centaurus Financial, Inc.
Financial Industry Regulatory Authority (FINRA) Licenses
Full Registration/General Securities Representative (Series 7)
General Securities Principal (Series 24)
Uniform Securities Agent State Law Examination (Series 63)
Insurance Licenses: Life, Disability & Variable Contract Agent Licenses
[California Insurance License # 0712211]
Registered as a Tax Preparer by the California Tax Education Council
Affiliations and Organizations
IAFP (International Association For Financial Planning)
ICFP (Institute of Certified Financial Planners)
FPA (Financial Planning Association)
National Society of Tax Professionals
San Francisco Estate Planning Council
San Francisco Chamber of Commerce
Beta Gamma Sigma (Business Honor Society)
[Founding President: San Francisco Area Alumni Chapter]
Books Acknowledging / Publications Quoting and Interviewed By
(Same as “In the News“)
General Comments (Same as “About“)