Stokes Financial Group logo
VerifiedAccounting

Stokes Financial Group

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

7-day free trial · no credit card

Employees6(1 to 10)Annual revenue<$1MWebsitestokeswealth.comLinkedIn profileLinkedIn

Verified contacts

3

available on Kipplo

LinkedIn employees

6

1 to 10 range

Open roles

no listings

Distinct roles

2

indexed titles

Tech stack

1

tools in use

Monthly traffic

46

organic / mo

Sign up free to see all 3 verified contacts at Stokes Financial Group

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

3 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Stokes Financial Group

2 distinct titles indexed · top 2 shown.

  • 2vice president - wealth manager
  • 1director of marketing

Sign up to unlock all 3 contacts at Stokes Financial Group

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 3 verified contacts at Stokes Financial Group

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Stokes Financial Group | Kipplo Discover