Winston Salem, NC logo

Winston Salem, NC Office

Team
Updated today
Semmax Financial Advisors, Inc. logo

Semmax Financial Advisors, Inc.

Team

Firm-wide stats for Semmax Financial Advisors, Inc.

Total advisors

8

Across 2 offices

Clients per advisor

103 Very High

Avg AUM per client

$599,710 Low

HNW client ratio

9% Very Low

About

Semmax Financial Advisors, Inc. provides discretionary and non‑discretionary investment advisory and portfolio management services to a mix of individual clients (including high‑net‑worth individuals), business entities, trusts, estates and charitable organizations, and also offers stand‑alone financial planning and consulting. The firm charges asset‑based advisory fees for managed accounts and may provide implementation or referral services for non‑investment matters when requested.

The firm applies a blend of fundamental, technical and cyclical analysis and implements strategies across equities, fixed income, ETFs, mutual funds, options and select private funds (including a white‑labeled Semmax Fund managed by Fairway Asset Management). Semmax conducts periodic account reviews, prepares consolidated performance reporting, and incorporates rollover, tax and estate considerations into its planning and investment processes.

What is noteworthy for this team is the firm’s network of affiliated businesses and communications practices: many advisers are licensed insurance agents and Semmax maintains an affiliated insurance agency and a tax services affiliate, arrangements the brochure discloses and describes as potential conflicts that the firm manages. The brochure also notes that Semmax occasionally offers impersonal educational seminars, receives marketing and discounted IT support from Advisors Excel/Advisors Tech, and discloses hypothetical performance in its materials—features that are statistically uncommon among similar team firms.

Based on Semmax Financial Advisors, Inc.

Expertise

Options & derivatives strategies Active portfolio management Real estate investing

Based on Semmax Financial Advisors, Inc.

Occupation focus

Retired

Based on Semmax Financial Advisors, Inc.

Location

1447 Trade Mart Blvd

Winston Salem NC 27127

Advisors at this office

7

Advisors at this office

user avatar

Kyle L

CFP®, Series 66

Winston-Salem, NC

Semmax Financial Advisors, Inc.

Kyle Leonard is a CFP® with eight years of industry experience, currently serving as a financial advisor at Semmax Financial Advisors, Inc. since 2023. His prior experience includes roles at Truliant Federal Credit Union, CUSO Financial Services, Fund Direct Advisors, Intercarolina Financial Services, and Lincoln Financial. Leonard is a volunteer committee member for the City of Mt. Airy Mayor's Office and serves as a board member for Mt. Airy City Schools. Semmax Financial Advisors, Inc. offers discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis across various asset classes and incorporates tax and estate considerations into its planning and investment processes.

Options & derivatives strategies Active portfolio management Real estate investing Retired
user avatar

Lawrence V

Series 66

Winston-Salem, NC

Semmax Financial Advisors, Inc.

Lawrence Vanlandingham is a financial advisor with Semmax Financial Advisors, Inc. in Winston-Salem, NC, holding a Series 66 designation and five years of industry experience. He has previously worked at Maestro Wealth Advisors LLC, Avantax Advisory Services, CUSO Financial Services, and Wells Fargo Bank. Outside of his advisory role, he is involved with Semmax, Inc., an insurance agency where he dedicates time to writing new business and researching annuity and insurance options. Semmax Financial Advisors, Inc. provides advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment vehicles and integrates tax and estate planning considerations in its offerings.

Options & derivatives strategies Active portfolio management Real estate investing Retired
user avatar

John T

Series 65

Winston-Salem, NC

Semmax Financial Advisors, Inc.

John Tyner Jr. is a financial advisor with Semmax Financial Advisors, Inc. in Winston-Salem, NC, holding a Series 65 designation and 18 years of industry experience. He has been with Semmax Financial Advisors since 2007 and also leads affiliated companies including Semmax Inc., an insurance agency, and Semmax Tax, Inc., a tax preparation firm. Semmax Financial Advisors provides discretionary and non-discretionary portfolio management and advisory services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis across multiple asset classes and integrates tax and estate considerations into its investment process.

Options & derivatives strategies Active portfolio management Real estate investing Retired
user avatar

Jonathan S

Series 63, Series 65

Winston-Salem, NC

Semmax Financial Advisors, Inc.

Jonathan Short is a financial advisor at Semmax Financial Advisors, Inc. in Winston-Salem, NC, with seven years of industry experience. He has been with Semmax Financial Group since 2016. Outside of his advisory role, he is involved with Semmax, Inc., an affiliated insurance agency where he integrates risk management products like life and long-term care insurance into client financial planning. Semmax Financial Advisors, Inc. provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis across various investment strategies and maintains affiliated businesses including an insurance agency and tax services.

Options & derivatives strategies Active portfolio management Real estate investing Retired
user avatar

Jordan S

Series 66

Winston-Salem, NC

Semmax Financial Advisors, Inc.

Jordan Shinsky is a financial advisor with Semmax Financial Advisors, Inc. in Winston-Salem, NC, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for four years and spent fourteen years at Fastenal Company. In addition to his advisory role, he is involved with an affiliated insurance agency, focusing on client risk management through life and long-term care insurance products as part of financial planning services. Semmax Financial Advisors, Inc. serves individual clients, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm uses a combination of fundamental, technical, and cyclical analysis across various investment vehicles and integrates tax, estate, and rollover considerations into its client services.

Options & derivatives strategies Active portfolio management Real estate investing Retired
user avatar

Matthew L

Series 65

Winston-Salem, NC

Semmax Financial Advisors, Inc.

Matthew Landon is a financial advisor at Semmax Financial Advisors, Inc. in Winston-Salem, NC, with nine years of industry experience. He has been with Semmax since 2017 and previously worked at IH Caffey Dist. from 2014 to 2017. Landon is registered with the Series 65 credential and is involved in an affiliated insurance agency that offers risk management products as part of financial planning services. Semmax Financial Advisors provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis across various asset classes and incorporates tax and estate considerations into its investment and planning processes.

Options & derivatives strategies Active portfolio management Real estate investing Retired
user avatar

Michael S

CFP®, Series 66, Series 63

Winston-Salem, NC

Semmax Financial Advisors, Inc.

Michael Sellers is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Semmax Financial Advisors, Inc. in Winston-Salem, NC, where he has worked since 2022. His prior experience includes roles at firms such as TIAA and Vanguard Advisers. Semmax Financial Advisors, Inc. provides discretionary and non-discretionary investment advisory and portfolio management services to individual clients, business entities, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis and offers various investment strategies across multiple asset classes, supported by affiliated insurance and tax service businesses.

Options & derivatives strategies Active portfolio management Real estate investing Retired
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")