Advisor at Wealth More Enterprise, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth More Enterprise, Inc.
Location
Smithfield, NC
Credentials
CFP®, Series 66
Industry experience
5 years
Account minimum: $5,000 to open an advisory account; $30,000 minimum investment balance required for the Premium Advice+ Plan Minimum fee: Invest+ Plan charges a monthly fee of $25 ($300 annually), billed in arrears Fee-only: Flat monthly fees for advisory services: $25/month for Invest+ Plan; $125/month for Premium Advice+ Plan
Wealth More Enterprise, Inc.
2024 - Present (2 years)
Brightside
2022 - Present (4 years)
Garrett Investment Advisors, LLC
2021 - 2022 (1 year)
Zeiders Enterprises
2020 - 2022 (2 years)
Zeiders Enterprises
2018 - 2020 (2 years)
WELLS FARGO Advisors, LLC
2016 - 2018 (2 years)
Unemployed
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Four Oaks, NC
Fidelity
Brian Jernigan is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Brian worked at State Employees' Credit Union from 2013 to 2021, advancing from Financial Services Representative to Senior Financial Services Officer II. With over a decade of experience in the financial industry, Brian is a CERTIFIED FINANCIAL PLANNER4 professional. He focuses on client collaboration and education to develop personalized financial plans tailored to individual goals. Outside of his professional career, Brian enjoys camping, outdoor adventures, parenthood, scuba diving, and traveling.
CFP®, Series 66
Garner, NC
Edward Jones
Series 66
Smithfield, NC
Edward Jones
Series 66
Clayton, NC
Fidelity
Tarick Odeh is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he focuses on helping clients invest and plan for their future to strengthen their financial well-being. Prior to his current position, Tarick gained experience as a Premier Banker at Wells Fargo Bank from 2017 to 2019. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tarick has interests in art, cooking and baking, fitness, football, golf, and traveling.
Series 63, Series 66
Clayton, NC
Edward Jones
Series 66
Benson, NC
Edward Jones
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