James
Stokes

Madison Avenue Securities, LLC

CRD#1666573
Investment Advisor
in San Diego, CA
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About this Advisor

James Stokes is a certified financial planner operating out of San Diego, California, who has been in the industry for 22 years. Stokes is an advisor for Madison Avenue Securities, LLC. Throughout their career, they have worked at Madison Avenue Securities, Inc, Madison Avenue Advisors, Inc, Barber Stokes Financial Group, Jas Financial Group, Inc, Jas Financial Group, Inc Dba Stokes Financial Group and Jas Properties, LTD Dba Bar Snake Farms. Stokes has a Series 63 license, designating them as a securities representative, and is registered to work in Florida, Georgia, Indiana, Kentucky, North Carolina and Pennsylvania. Madison Avenue Securities, LLC is a financial advisory business based in San Diego, California. The company has offices in 69 locations and a total of 106 employees. It handles $785 million in total assets among its 5,938 client accounts, making it one of the larger firms in the nation by assets under management. Madison Avenue Securities, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely are based on the type of services provided. Fees billed by Madison Avenue Securities, LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

15050 Avenue Of Science Suite 150
San Diego, CA 92128

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Madison Avenue Securities, LLC Brokerage Details

Total Assets Under Management

$784,724,266

CA Average: $7,578,581,321
Total Number of Employees

106

CA Average: 43
Total Number of Accounts

5,938

CA Average: 3,727
Average Account Size

$132,153

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

James Stokes Work History

James has 22 years of experience.

2009 - Present (10 years)

Madison Avenue Securities, Inc

2009 - Present (10 years)

Jas Financial Group, Inc Dba Stokes Financial Group

2006 - Present (13 years)

Madison Avenue Securities, Inc

2006 - 2009 (3 years)

Madison Avenue Advisors, Inc

2006 - 2009 (3 years)

Jas Financial Group, Inc

2005 - Present (14 years)

Jas Properties, LTD Dba Bar Snake Farms

1996 - 2009 (13 years)

Barber Stokes Financial Group

Disclosures

James Stokes has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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