Stokes Wealth

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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 Insurance 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.

The key to healthcare in retirement might be a patchwork of different choices.
10/23/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Do you need umbrella insurance? Find out more.
10/21/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

If you'd like to participate in emerging markets, what are your options?
10/19/2026

If you'd like to participate in emerging markets, what are your options?

What are your options for investing in emerging markets?

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
10/16/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

10/14/2026

What do you need to know when the market experiences volatility?

Do you know how missing the best and worst market days might affect your portfolio?
10/12/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

10/09/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
10/07/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
10/05/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

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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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