Jacob M. Martin

UWC WEALTH MANAGEMENT

Phoenix, AZ

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CRD#: 6920773

Professional summary

Jacob Marion Martin, who also goes by Jacob Martin, 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 2021. Jacob has worked at 2 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.

Soulence Tax & Wealth Advisors; Wealth Advisor; Approx. 160 hours per month; Approx. 160 hours per month during trading hours; similar clientele

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 7, 2025 - Present

UWC WEALTH MANAGEMENT

RIA

CRD#: 167898

Phoenix, AZ

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

Arizona
(3/7/2025)

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

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

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 Accounts	877
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.

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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

UWC WEALTH MANAGEMENT

CORECAP ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/2020

Current Firm

UWC WEALTH MANAGEMENT

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UWC WEALTH MANAGEMENT

TRUST BUT VERIFY

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