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 working in San Diego, California with a total of 14 years of relevant experience. Stokes is currently employed by Madison Avenue Securities, LLC. During their career, the advisor has held roles at Madison Avenue Securities, LLC, Jas Financial Group, Inc Dba Stokes Wealth and Jas Properties, LTD Dba Bar Snake Farms. Stokes has a Series 63 license, certifying them as a securities representative, and is registered to work in Florida and Indiana. Madison Avenue Securities, LLC is a financial advisory firm operating out of San Diego, CA. It has offices in 58 locations and a total of 99 people on staff. It has $2 billion in total assets between its 13,595 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The business offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically depend on the services offered. However, fees charged by Madison Avenue Securities, LLC likely consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

13500 Evening Creek Dr N #555
San Diego, CA 92128

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Madison Avenue Securities, LLC Brokerage Details

Total Assets Under Management

$1,620,719,674

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

99

CA Average: 43
Total Number of Accounts

13,595

CA Average: 3,727
Average Account Size

$119,214

CA Average: $2,033,427

Investment Advisory Services

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

James Stokes Work History

James has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Madison Avenue Securities, LLC

2009 - Present (15 years)

Jas Financial Group, Inc Dba Stokes Wealth

2006 - Present (18 years)

Madison Avenue Securities, LLC

2005 - Present (19 years)

Jas Properties, LTD Dba Bar Snake Farms

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Stokes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Madison Avenue Securities, LLC

Adam Tau
Jersey City, NJ
Christine Diruscio
San Diego, CA
Patrick Romero
San Diego, CA
Jeremy Lanteigne
Indianapolis, IN
Daniel Zakes
Greenville, SC
John Fazzini
San Diego, CA
Shelly Maas
San Diego, CA
Brian Carden
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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