Jacob L. Stewart

WEALTH MORE ENTERPRISE

Smithfield, NC

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CRD#: 6050798

Professional summary

Jacob Lee Stewart, CFP®, who also goes by Jacob L Stewart, Jacob L Stewert, is a registered financial advisor currently at WEALTH MORE ENTERPRISE, INC. located in Smithfield, North Carolina.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jacob has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob L Stewart | Jacob L Stewert

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Lee Stewart's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

CRD#: 19616

CHARLOTTE, NC

Past

November 10, 2015 - March 3, 2016

CRD#: 18387

RALEIGH, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTH MORE ENTERPRISE, INC.

CRD#: 324763 / SEC#: 801-130220

RIA

Registered Investment Advisory firm - (5/3/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(1/14/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/7/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/9/2012

General Securities Representative Examination

Current Firm

WEALTH MORE ENTERPRISE, INC.

CRD#: 324763 / SEC#: 801-130220

RIA

Registered Investment Advisory firm - (5/3/2024 Approved)

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Contact information

Main Address

1900 Market Street, Philadelphia, PA 19103

Mailing Address

1180 Baltimore Pike Suite 230, Springfield, PA 19064

Phone number

(888) 303-6361

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTH MORE ADV PART 2 APPENDIX 1 WRAP BROCHURE 04 05 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	76
AUM (Assets Under Management)	$ 76,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jacob L. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Lee Stewart's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH MORE ENTERPRISE, INC.

CGN ADVISORS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

WEALTH MORE ENTERPRISE, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/7/2013

SIE

Date: 1/19/2018

Series 7

Date: 12/9/2012

Current Firm

WEALTH MORE ENTERPRISE, INC.

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH MORE ENTERPRISE, INC.

TRUST BUT VERIFY

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