Jay Stokes

Jay Stokes Email and Phone Number

Certified Financial Planner® | Registered Investment Advisor | President and CEO @ Stokes Wealth
Orlando, FL, US
Jay Stokes's Location
Orlando, Florida, United States, United States
Jay Stokes's Contact Details

Jay Stokes personal email

n/a
About Jay Stokes

James A. Stokes, CFP® is a Wealth Manager and Shareholder with JAS Financial Group, Inc. (Stokes Wealth). Jay has over 30 years of experience in the wealth management and financial advisory profession. He graduated from The University of Central Florida in 1987, with a Bachelor of Science Degree in Business Administration specializing in Finance. He earned his Certified Financial Planner® designation in 1992 from the College for Financial Planning in Denver, CO. He is an active member of both the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA).Jay works with clients throughout the United States. With an emphasis on retirement planning, he has been able to assist those planning for, or in retirement, with making the right decisions. Using his brand of values-based retirement planning, he leads clients to a prosperous and worry free retirement. Through direct meetings, web-meetings, lectures, e-mail communications and his website, Jay keeps his clients up to date on their personal financial situations, as well as on external events taking place that can either positively or negatively affect this harmony. The success and happiness of his clients provides Jay a high level of professional satisfaction.Stokes Wealth is a full service wealth management organization and serves as the primary center of influence in the financial freedom of their client's pre and post retirement lives. Stokes Financial Group provides a clear strategy and ongoing monitoring and coaching to provide peace of mind and certainty to their client's futures. The group seeks to exceed their client's expectations in client service, communication, innovation and understanding complex and sophisticated planning alternatives.Securities and investment advisory services offered through Madison Avenue Securities, LLC (MAS), Member FINRA/SIPC, and a Registered Investment Advisor. MAS and Stokes Wealth are not affiliated companies.

Jay Stokes's Current Company Details
Stokes Wealth

Stokes Wealth

View
Certified Financial Planner® | Registered Investment Advisor | President and CEO
Orlando, FL, US
Website:
stokeswealth.com
Jay Stokes Work Experience Details
  • Stokes Wealth
    Certified Financial Planner® | Registered Investment Advisor | President And Ceo
    Stokes Wealth
    Orlando, Fl, Us
  • Stokes Wealth
    Certified Financial Planner® | Registered Investment Advisor | President & Ceo
    Stokes Wealth Jan 1990 - Present
    Orlando, Fl
  • Stokes Wealth
    Portfolio Manager
    Stokes Wealth Jan 2006 - Present
    Orlando, Fl
  • Jas Properties, Ltd
    Wealth Management Advisor | Financial & Retirement Planner | Partner
    Jas Properties, Ltd Jan 1990 - Present
  • Acacia Financial Group
    Strategic Financial Consultant | Wealth Manager
    Acacia Financial Group Aug 1986 - Dec 1990

Jay Stokes Skills

Certified Financial Planner Wealth Management Retirement Planning Retirement Income Planning Equity Portfolio Management Income Portfolio Management Actively Managed Accounts Asset Managment Estate Planning Wealth Transfer Planning Small Business Asset Management Strategic Financial Planning Ira's Roth Ira's Fee Based Planning Circle Of Wealth Series 7 Strategic Planning Spreadsheets Multiple Scenario Comparisons Financial Life Coach Investment Advisory Exchange Traded Funds Alternative Investments Life Insurance Annuities Fixed Annuities Variable Annuities Fixed Index Annuities Long Term Care Planning Public Speaking

Jay Stokes Education Details

Frequently Asked Questions about Jay Stokes

What company does Jay Stokes work for?

Jay Stokes works for Stokes Wealth

What is Jay Stokes's role at the current company?

Jay Stokes's current role is Certified Financial Planner® | Registered Investment Advisor | President and CEO.

What is Jay Stokes's email address?

Jay Stokes's email address is js****@****eps.com

What schools did Jay Stokes attend?

Jay Stokes attended College For Financial Planning, University Of Central Florida.

What are some of Jay Stokes's interests?

Jay Stokes has interest in Children, Paddle Boarding, Community Service, Exercise, Nature, Environment, The Beach, Reading, Science And Technology, Sports.

What skills is Jay Stokes known for?

Jay Stokes has skills like Certified Financial Planner, Wealth Management, Retirement Planning, Retirement Income Planning, Equity Portfolio Management, Income Portfolio Management, Actively Managed Accounts, Asset Managment, Estate Planning, Wealth Transfer Planning, Small Business, Asset Management.

Not the Jay Stokes you were looking for?

  • Jay Stokes

    Driving Business And Profitability Through Analytics And Business Strategy.
    San Francisco, Ca
    1
    sbcglobal.net
  • Jay Stokes

    Dallas-Fort Worth Metroplex
    1
    thebarbershopmarketing.com
  • Jay Stokes

    Owner And President Of Oklahoma Disaster Restoration
    Tulsa, Ok
    3
    okdisaster.com, okdisaster.com, okdisaster.com

    3 +191883XXXXX

  • Jay Stokes

    International Engagement Coordinator At University Of Wisconsin-Madison
    Madison, Wi
    3
    albany.edu, nau.edu, gmail.com

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.