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JM

Jacob M. Martin

SOULENCE WEALTH MANAGEMENT
PLEASANT GROVE, UT 84062
Some features on this profile are disabled
CRD#: 6920773
JM

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/28/2020
Uniform Investment Adviser Law Examination

Current Firm

SW
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)
PREMIUM
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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
5

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts772
AUM (Assets Under Management)$ 94,691,263

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

SOULENCE WEALTH MANAGEMENT

CRD#: 340580Pleasant Grove, UT 84062

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