Seth Kyle Maynard

Advisor at Edward Jones — King, NC

Updated today

Credentials

Series 66

Experience

19 years

Location

King, NC 27021

Edward Jones logo

Edward Jones

Institution

Total advisors

24,281

Across 14,120 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Seth Maynard is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management General retirement planning Retirement income strategy

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

King, NC

152 Kingscote Way Suite 201

King NC 27021

Advisors at this office

2

Most active in

North Carolina · Texas

Work history

19 years of industry experience

Edward Jones

2007 - Present • 19 years

St Louis, MO

Disclosures

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

Business activities & affiliations

Brooks J

CFP®, Series 63, Series 65

King, NC

Hanover Square Wealth Advisors LLC

Brooks Jewett is a CFP® professional. Outside of his Wealth Leader role, Brooks previously coached lacrosse at Forsyth Country Day School and serves on the boards of several community organizations, including the Winston-Salem Police Foundation, Whitaker Elementary Circle and the Financial Planning Association of Charlotte.

Private / alternative investments Real estate investing Annuities Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Self-Employed Biotech Professional Real Estate Professional
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Anne Marie W

CFP®, Series 66

Lewisville, NC

Curated Capital & Planning LLC

Anne Marie Webster is a CFP® professional with 16 years of experience in financial advisory roles. She is the principal of Curated Capital & Planning LLC, an independent firm she founded in 2021. Prior to establishing her firm, she held positions at Stephens Inc., MSI Financial Services, and Edward Jones, among others. Webster maintains an active insurance license but does not sell insurance products to clients. Curated Capital & Planning LLC provides comprehensive financial planning and discretionary investment management primarily for individual and high-net-worth clients. The firm develops customized investment policies using fundamental and cyclical analysis alongside Modern Portfolio Theory, offering a range of planning options without aggregating or blocking trades.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Mid-Career Professionals
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Tyler S

CFP®, Series 66

Winston Salem, NC

Resolved Financial

Tyler Schweigert is a CFP® with eight years of industry experience, currently serving at Resolved Financial. Prior to joining Resolved Financial, he was affiliated with Dixon & Company Wealth Management and Schweigert Investments, LLC. Outside of his advisory role, he co-founded and co-hosts The Financial Edge Podcast and is a contributing author to the financial education book Money & Stuff. Resolved Financial primarily serves individual and high-net-worth clients, offering discretionary portfolio management alongside comprehensive financial planning and time-limited financial coaching. The firm combines fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, using third-party analytical tools including AI to support advisor judgment.

Options & derivatives strategies Retirement income strategy Charitable giving tax strategies College savings (529s, UTMA, etc.) Wealth management
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David L

ChFC®, Series 63, Series 65

Winston-Salem, NC

Westhampton Capital

David Leland is a ChFC® credentialed advisor with 17 years of experience, currently serving clients at Westhampton Capital in Winston-Salem, NC. He has worked at Westhampton Capital since 2007 and has been associated with Mutual Trust Life Insurance Co. since 1997. He may also earn commissions from sales of non-variable life, health, annuity, and disability income insurance products from companies not affiliated with Westhampton Capital. Westhampton Capital serves individual and high-net-worth clients, retirement plans, and charitable organizations by providing discretionary portfolio management and retirement plan advisory services. The firm uses a growth-at-a-reasonable-price investment approach combining quantitative sector and security selection with qualitative cash-flow and intrinsic-value analysis.

Active portfolio management
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Travis L

Series 63, Series 65

Winston-Salem, NC

Twin City Private Wealth, LLC

Travis Lethco is a financial advisor with Twin City Private Wealth, LLC in Winston-Salem, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Semmax Financial Advisors, Inc. and BB&T Securities, LLC. He also serves as a financial education instructor with the American Financial Education Alliance. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning for individuals, corporations, foundations, and retirement plan participants. The firm employs multiple analysis methods and publicly discloses performance results while offering educational seminars for clients.

Options & derivatives strategies Private / alternative investments Concentrated stock management
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Joseph B

Series 65

Winston-Salem, NC

Twin City Private Wealth, LLC

Joseph Berry is a financial advisor at Twin City Private Wealth, LLC in Winston-Salem, NC, holding a Series 65 designation with 12 years of industry experience. He has worked at Twin City Private Wealth, formerly Dogwood Wealth Advisors, since 2019 and previously spent seven years at Semmax Financial Advisors, Inc. Berry is also an instructor with the American Financial Education Alliance, where he teaches financial education courses. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as corporations, foundations, and retirement plan participants. The firm uses a range of investment strategies and publicly discloses performance results, while also offering educational seminars and workshops.

Options & derivatives strategies Private / alternative investments Concentrated stock management
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