Jacob Moore
Pandowealth. · Wilmington, North Carolina
Jacob Moore is a fee-only financial advisor at Pandowealth. in Wilmington, North Carolina. Pandowealth. reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Pandowealth. |
|---|---|
| Based in | Wilmington, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $500.3M across 2,060 accounts |
| SEC registration | Investment adviser representative in GA, NC · CRD 7184936 |
| Exams passed | Series 63 (2019) · Series 65 (2025) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.cfa401k.com |
How Jacob's firm compares
- Pandowealth.'s average account is about $243,000, from its Form ADV (assets managed divided by 2,060 accounts).
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Questions about Jacob
Is Jacob Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Pandowealth. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Pandowealth., reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacob Moore based?
Jacob Moore is based in Wilmington, North Carolina.
Is Jacob Moore registered with the SEC?
Yes. Jacob Moore is registered as an investment adviser representative in GA and NC (CRD 7184936), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pandowealth. manage?
Pandowealth. reports $500.3M across 2,060 accounts in assets under management.
How do I contact Jacob Moore?
Through Jacob's website, www.cfa401k.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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