Stokes Wealth

Stokes Wealth James A. Stokes, Jr., CFP® is a Wealth Manager and Shareholder with JAS Financial Group, Inc. (Stokes Financial Group).

Stokes Financial Group 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. Jay has over 26 years of experience in the wealth management and financial advisory profession. He is an active member of both the Financial Planning Association (FPA) and the National Association of Insuranc

e and Financial Advisors (NAIFA). As a native Central Floridian, Jay’s roots are deep in the Central Florida community, but he 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. With a clear strategy and ongoing monitoring and coaching, Jay’s clients have peace of mind knowing their retirement years will truly be the best years of their lives. The success and happiness of his clients provides Jay a high level of professional satisfaction. 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
provided through Madison Avenue Securities, LLC (MAS),
a registered investment advisor, member FINRA and SIPC. MAS and Stokes Financial Group are not affiliated entities.

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You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Considering a vacation home? 5 questions to determine if you’re ready.
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Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
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Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

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After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

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The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

Do you know the difference between a credit lock and a credit freeze?
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Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
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Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
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Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Being healthy may help your personal finances.
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Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

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3117 Edgewater Drive
Orlando, FL
32804

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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