Jacob Martin has been President, Chief Compliance Officer, Owner of Soulence Wealth Management II since January 2026, is a control person of the firm and directly owns between 50% and 75% of it. Jacob Martin holds a Bachelor’s of Science in Accounting from the University of Utah.
Soulence Wealth Management II LLC is a Pleasant Grove, UT firm with $108M under management, 410 clients and 5 advisers across 3 offices, as of its June 2026 filing.
Jacob Martin is a founding member and Senior Partner of Soulence Wealth Management. He specializes in retirement planning, investment allocation, asset-class management, financial analysis, business consulting, real estate investing, life insurance planning and cashflow management. He has nearly a decade of experience as a Wealth Advisor.
Jacob Martin’s longest registration was 4 years at Corecap Advisors (2021–2025). Before joining Soulence Wealth Management II in 2026, Jacob Martin was registered through Soulence Wealth Management, LLC and Corecap Advisors.
- Soulence Wealth ManagementCurrent– present · under a yearPleasant Grove, UT · Adviser representative · Firm CRD 340580
- Soulence Wealth Management, LLC– · under a yearPleasant Grove, UT · Adviser representative · Firm CRD 167898
- Corecap Advisors– · 4 yearsDraper, UT · Adviser representative · Firm CRD 158819
Investment adviser representative registrations
Jacob Martin is registered as an investment adviser representative in Utah, since March 2026.
- UtahSince 3 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 December 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Marion Martin
- CRD
- 6920773
- Firm
- Soulence Wealth Management II · CRD 340580
- Role
- President, Chief Compliance Officer, Owner
- Office
- 220 S 2500 W, Pleasant Grove, UT 84062
- Registration
- Investment adviser registration
- In the industry since
- January 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- soulencewealth.com
Where does Jacob Martin work?
Jacob Martin has been President, Chief Compliance Officer, Owner of Soulence Wealth Management II LLC since January 2026, and is a control person of the firm.
Is Jacob Martin a financial advisor?
Yes. Jacob Martin has a current investment-adviser registration in Utah, through Soulence Wealth Management II since March 2026.
How many years of experience does Jacob Martin have?
Jacob Martin has 5 years in the financial industry, since January 2021, across 3 adviser firms.
What exams has Jacob Martin passed?
Jacob Martin passed the Series 65 in December 2020.
Where did Jacob Martin work before Soulence Wealth Management II?
Before Soulence Wealth Management II, Jacob Martin was registered through Soulence Wealth Management, LLC, March 2025 to March 2026; Corecap Advisors, January 2021 to March 2025.
Where is Jacob Martin based?
Jacob Martin’s registered office is in Pleasant Grove, UT.
Is Jacob Martin registered with FINRA?
No. Jacob Martin has no current broker registration.
How can I verify Jacob Martin’s record?
Search CRD 6920773 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Martin’s full registration record.
