Jay Stokes Email and Phone Number
Jay Stokes work email
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Jay Stokes personal email
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.
Stokes Wealth
View- Website:
- stokeswealth.com
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Certified Financial Planner® | Registered Investment Advisor | President And CeoStokes WealthOrlando, Fl, Us -
Certified Financial Planner® | Registered Investment Advisor | President & CeoStokes Wealth Jan 1990 - PresentOrlando, Fl
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Portfolio ManagerStokes Wealth Jan 2006 - PresentOrlando, Fl
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Wealth Management Advisor | Financial & Retirement Planner | PartnerJas Properties, Ltd Jan 1990 - Present
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Strategic Financial Consultant | Wealth ManagerAcacia Financial Group Aug 1986 - Dec 1990
Jay Stokes Skills
Jay Stokes Education Details
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Certified Financial Planner® -
Finance
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.
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Jay Stokes
Driving Business And Profitability Through Analytics And Business Strategy.San Francisco, Ca1sbcglobal.net -
Jay Stokes
Dallas-Fort Worth Metroplex1thebarbershopmarketing.com -
3okdisaster.com, okdisaster.com, okdisaster.com
3 +191883XXXXX
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3albany.edu, nau.edu, gmail.com
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