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Kaylie Manecke

Advisor at Edward Jones — Deland, FL W Wisconsin Ave

Updated today

Credentials

Series 66

Experience

2 years

Location

Deland, FL 32720

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,150 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kaylie Manecke is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2022. Prior to her advisory role, she attended Florida State University and worked at Publix. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Deland, FL W Wisconsin Ave

203 W Wisconsin Ave

Deland FL 32720

Advisors at this office

3

Most active in

Florida · Texas

Work history

2 years of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

Edward Jones

2022 - 2025 • 3 years

Deland, FL

unemployed

2022 - 2022 • 1 year

Daytona Beach, FL

extended travel

2022 - 2022 • 1 year

Florence

FLorida State University

2018 - 2022 • 4 years

Tallahassee, FL

Publix

2016 - 2021 • 5 years

Daytona Beach, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jon Michael C

Series 65

DeLand, FL

Hanson Financial Group

Jon Michael Carrick is a financial advisor at Hanson Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at Hanson Financial Group since 2023. Carrick also has a long-term academic role at Stetson University, where he has been employed since 2011. Outside of advising, he serves as Director of Alta Peaks, Inc., an investment holding company that was previously active in selling market research reports. Hanson Financial Group primarily serves pooled investment vehicles and institutional or business clients through discretionary investment supervisory and portfolio management services. The firm employs a tactical allocation approach across various asset classes and does not use a percentage-of-assets fee model.

Active portfolio management Options & derivatives strategies Real estate investing University Employee
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Judy K

Series 63, Series 66

Deland, FL

Kehoe Investment Services, Inc

Judy Kehoe is the sole advisor at Kehoe Investment Services, Inc, an independent firm based in Deland, FL. She holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 19 years with her current firm, which she founded in 2007. Kehoe Investment Services provides financial planning and discretionary investment management to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs an evidence-based, disciplined asset allocation strategy focused on low-cost passive funds, broad diversification, systematic rebalancing, and a long-term tilt toward value, small-cap, and higher-profitability growth stocks.

General retirement planning Wealth management Passive / index investing Real estate investing
user avatar

Giovanni F

Series 66

Deland, FL

Fernandez Wealth Management

Giovanni Fernandez is a financial advisor at Fernandez Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors, Inc. and Stetson University, where he currently serves as an associate professor of finance, executive director of graduate programs, and interim associate dean. Fernandez Wealth Management provides investment advisory services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, employing a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods to tailor investment strategies aligned with clients’ risk tolerances.

Annuities
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Maurice L

Series 63, Series 66

Orange City, FL

Eagle's Crest Advisors, LLC

Maurice Linton is a financial advisor with Eagle's Crest Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. from 1997 to 2026. Eagle’s Crest Advisors provides personalized wealth management, investment advisory, and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm develops client-specific investment strategies using fundamental analysis and a range of investment vehicles, managing portfolios primarily on a discretionary basis.

General estate planning guidance Wealth management Founder/Business Owner
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Keira E

Series 66

Deland, FL

Fleishel Financial Associates, Inc.

Keira Espada is a financial advisor with Fleishel Financial Associates, Inc. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Fleishel Financial Associates provides comprehensive financial planning and consulting for a variety of clients, including retirement plan participants, trusts, and charitable organizations. The firm focuses on producing written financial plans and coordinating with other professional advisers, delivering advice through retainers, hourly consulting, and negotiated engagements rather than discretionary portfolio management.

General retirement planning Cash flow / budgeting Charitable giving & philanthropy
user avatar

Ellen L

Series 66

Deland, FL

Fleishel Financial Associates, Inc.

Ellen Ludewig is a financial advisor at Fleishel Financial Associates, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and First United Methodist Church. Fleishel Financial Associates provides personalized financial planning and consulting services for a variety of clients, including retirement plan participants, trusts, estates, and business entities. The firm emphasizes asset allocation and manager selection through fundamental and technical analysis, operating with a planning and consulting focus without directly managing client assets.

General retirement planning Cash flow / budgeting Charitable giving & philanthropy
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