Jay Stokes Email & Phone Number
Certified Financial Planner® | Registered Investment Advisor | President and CEO
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Jay Stokes Location
- Orlando, FL, US
Jay Stokes Work
- Certified Financial Planner® | Registered Investment Advisor | President and CEO @ Stokes Wealth (January 1990 - Present)
- Portfolio Manager @ Stokes Wealth (January 2006 - Present)
- Wealth Management Advisor | Financial and Retirement Planner | Partner @ JAS Properties, LTD (January 1990 - Present)
- Strategic Financial Consultant | Wealth Manager @ Acacia Financial Group (August 1986 - December 1990)
Jay Stokes Education
- College for Financial Planning
Certified Financial Planner®
1992-1992 - University of Central Florida
BSBA (Finance)
1985-1987
Jay Stokes Skills
- 401K, SEP, SIMPLE, 403B
- Actively Managed Accounts
- Alternative Investments
- Annuities
- Asset Management
- Asset Managment
- Certified Financial Planner®
- Circle of Wealth
- Equity Portfolio Management
- Estate Planning
- Exchange Traded Funds
- Fee Based Planning
- Financial Life Coach
- Fixed Annuities
- Fixed Index Annuities
- IRA's
- Income Portfolio Management
- Investment Advisory
- Life Insurance
- Long Term Care Planning
- Multiple Scenario Comparisons
- Public Speaking
- Retirement Income Planning
- Retirement Planning
- Roth IRA's
- Series 7
- Small Business
- Spreadsheets
- Strategic Financial Planning
- Strategic Planning
- Variable Annuities
- Wealth Management
- Wealth Transfer Planning
- IRAs
- Wealth
- Finance
- 401k
- Insurance
- Financial Planners
- Mutual Funds
- Investments
- Securities
- Long-term Care
- Investment Management
- Income
- Stocks
- Indexed Annuities
- Financial Planning
- Investment
- ETFs
- Certified Financial Planner
- Financial Advisory
- Retirement
- Sep
- Business Development
- Healthcare
- Strategy
- Long Term Care
- Management
- 403B
- Simple
Jay Stokes Summary
- Jay Stokes, based in Orlando, FL, US, is currently a Certified Financial Planner® | Registered Investment Advisor | President and CEO at Stokes Wealth. Jay Stokes brings experience from previous roles at Stokes Wealth, JAS Properties, LTD and Acacia Financial Group. Jay Stokes holds a 1992 - 1992 Certified Financial Planner® @ College for Financial Planning. With a robust skill set that includes 401K, SEP, SIMPLE, 403B, Actively Managed Accounts, Alternative Investments, Annuities, Asset Management and more. Jay Stokes has 1 emails and 2 mobile phone numbers on RocketReach.
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