Jacob M. Martin

SOULENCE WEALTH MANAGEMENT

PLEASANT GROVE, UT 84062

CRD#: 6920773

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Professional summary

Jacob Marion Martin, who also goes by Jacob Martin, is a registered financial advisor currently at SOULENCE WEALTH MANAGEMENT located in Pleasant Grove, Utah.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jacob has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob Martin

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 Marion Martin'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

March 3, 2026 - Present

SOULENCE WEALTH MANAGEMENT

Office #1: 220 S 2500 W, Pleasant Grove, UT 84062

RIA

CRD#: 340580

PLEASANT GROVE, UT

Past

March 7, 2025 - March 2, 2026

UWC WEALTH MANAGEMENT

RIA

CRD#: 167898

Pleasant Grove, UT

Past

January 19, 2021 - March 12, 2025

CORECAP ADVISORS

RIA

CRD#: 158819

Draper, UT

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

Utah
(3/3/2026)

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 65

Date: 12/28/2020

Uniform Investment Adviser Law Examination

Current Firm

SOULENCE WEALTH MANAGEMENT

SOULENCE WEALTH MANAGEMENT | SOULENCE WEALTH MANAGEMENT II LLC | SOULENCE WEALTH MANAGEMENT II

CRD#: 340580 / SEC#: 801-135451

RIA

Registered Investment Advisory firm - (3/2/2026 120-Day Approval)

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Contact information

Main Address

220 S 2500 W, Pleasant Grove, UT 84062

Mailing Address

Phone number

(801) 571-9900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/6/2026)

Regulatory assets under management

Total Number of Accounts	772
AUM (Assets Under Management)	$ 94,691,263

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Jacob M. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Marion Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOULENCE WEALTH MANAGEMENT

UWC WEALTH MANAGEMENT

CORECAP ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/2020

Current Firm

SOULENCE WEALTH MANAGEMENT

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOULENCE WEALTH MANAGEMENT

TRUST BUT VERIFY

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