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JP

Jacob N. Pacini

UWC WEALTH MANAGEMENT
Phoenix, AZ
Some features on this profile are disabled
CRD#: 6196056
JP

Professional summary

Jacob N. Pacini is a registered financial advisor currently at UWC WEALTH MANAGEMENT located in Phoenix, Arizona.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jacob has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 N. Pacini'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®
None

Experience

Current

November 12, 2021 - Present

UWC WEALTH MANAGEMENT

RIA
CRD#: 167898
Phoenix, AZ
Past

March 24, 2014 - March 9, 2021

UWC WEALTH MANAGEMENT

RIA
CRD#: 167898
PHOENIX, AZ

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
Arizona
(11/12/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/21/2014
Uniform Investment Adviser Law Examination

Current Firm

UW
UWC WEALTH MANAGEMENT
LINGO INVESTMENTS LLC | UWC WEALTH MANAGEMENT | SL2 INVESTMENTS LLC | PACINI HATFIELD INVESTMENTS, LLC

CRD#: 167898 / SEC#: 801-133695

Arizona
Registered Investment Advisory firm - (11/12/2021 Approved)
Idaho
Registered Investment Advisory firm - (9/12/2025 Approved)
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Contact information

Main Address
Phoenix, AZ
Mailing Address
Phone number
(480) 678-0411
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (11/5/2025)
FORM ADV PART 2B (9/24/2025)

Regulatory assets under management

Total Number of Accounts877
AUM (Assets Under Management)$ 75,016,598

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.

Company Information

UWC WEALTH MANAGEMENT

CRD#: 167898Phoenix, AZ

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