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RIA / WealthAdvisorCertified Financial Planner13 years in industry

Jacob Lee Stewart

Advisor at WEALTH MORE ENTERPRISE, INC.

Smithfield, NC | PHILADELPHIA, PA

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Search this name across graphsid dfx:ria:6cb6c925-0410-af3f-2c57-6a33be3f03ea

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 8, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTH MORE ENTERPRISE, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 7, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 7, 2013
First registration: Jan 8, 2013
Dual registered: no
Other names: JACOB L STEWERT|JACOB L STEWART
IAPD individual key: 6050798

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTH MORE ENTERPRISE, INC.	Independent wealth	Jan 14, 2026	n/a	yes	Smithfield, NC\|PHILADELPHIA, PA	Current employment
WEALTH MORE ENTERPRISE, INC.	Independent wealth	Aug 28, 2024	Dec 31, 2025	no	Smithfield, NC\|PHILADELPHIA, PA	Previous registration
CGN ADVISORS, LLC	Independent wealth	Aug 19, 2021	Aug 11, 2022	no	MANHATTAN, KS\|Smithfield, NC\|Smithfield, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 26, 2016	Jan 19, 2018	no	CHARLOTTE, NC	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Nov 5, 2015	Mar 3, 2016	no	Mint Hill, NC	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Jan 8, 2013	Dec 10, 2013	no	CARY, NC\|Howey In The Hills, FL\|Raleigh, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CGN ADVISORS, LLC	WEALTH MORE ENTERPRISE, INC.	Aug 11, 2022	Aug 28, 2024	748	Firm change after gap	RIA to new firm
WELLS FARGO ADVISORS	CGN ADVISORS, LLC	Jan 19, 2018	Aug 19, 2021	1,308	Firm change after gap	Wirehouse to RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	WELLS FARGO ADVISORS	Mar 3, 2016	Jul 26, 2016	145	Firm change	Other
THRIVENT INVESTMENT MANAGEMENT INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 10, 2013	Nov 5, 2015	695	Firm change after gap	Other

Relationships

Registered with (5)

→ WEALTH MORE ENTERPRISE, INC.Registered adviserregistration: previous registration
Aug 28, 2024 to Dec 31, 2025factForm ADV
→ CGN ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 19, 2021 to Aug 11, 2022factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 26, 2016 to Jan 19, 2018factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Nov 5, 2015 to Mar 3, 2016factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Jan 8, 2013 to Dec 10, 2013factForm ADV

Dated events

Occurred
Aug 11, 2022
Advisor changed firm
Jacob Lee Stewart left Cgn Advisors, Llc for Wealth More Enterprise, Inc. (registered 2024-08-28)
Form ADVobserved 4 days ago