Jay Stokes Email & Phone Number

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.

Listed skills include Certified Financial Planner, Wealth Management, Retirement Planning, Retirement Income Planning, and 28 others.