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.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
06/01/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
05/29/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

Tax time can be a good time to give your household budget a checkup.
05/27/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help yo...
05/25/2026

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

\$100 not spent is more like \$143. Intrigued?
05/22/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
05/20/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
05/18/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
05/15/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/15/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/13/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Address

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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