Broker Check

3117 Edgewater Drive
Orlando, FL 32804


Stokes Wealth

(407) 843-4200

James A. Stokes, CFP ®

James A. Stokes, CFP ®

Portfolio Manager

James A. Stokes, CFP® is a Wealth Manager with Stokes Wealth.  A native Central Floridian, Jay has 32 years of experience in the wealth management and financial advisory profession.  Jay graduated from The University of Central Florida in 1987, with a Bachelor of Science Degree in Business Administration specializing in Finance, and earned his Certified Financial Planner® designation in 1992 from the College for Financial Planning in Denver, CO.

Jay is an active member of the Financial Planning Association (FPA) and serves on the Board of Directors of the Financial Planning Association of Central Florida

Jay works with clients throughout the United States.  With an emphasis on retirement planning, Jay has been able to assist those planning for or in retirement with making the decisions aimed at creating a confident and carefree retirement. Through face to face meetings, web-meetings, lectures, workshops, e-mail communications, the Stokes Financial Group mobile app and his website, Jay keeps his clients informed and up to date on their personal financial situations, as well as on external events taking place that may either positively or negatively affect this harmony.  With a clear strategy and ongoing monitoring and coaching, Jay’s clients have confidence knowing their retirement years may truly be the best years of their lives.  The success and happiness of his clients provides Jay a high level of professional satisfaction.