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Jacob Matthew Watkins

Truenorth Wealth

Salt Lake City, UT

CRD 8274795

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Employer firm

Truenorth Wealth CRD 142205

$1.27B regulatory AUM 21 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Truenorth Wealth

1935 Vine Street, Suite 120, Salt Lake City, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-06-01
  • UT RA
    APPROVED
    Since 2026-06-01

Branch Locations

1935 Vine Street, Suite 120, Salt Lake City, UT 84121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truenorth Wealth Salt Lake City UT 03/2026 Present
Truenorth Wealth Salt Lake City UT 07/2024 03/2026
Drut Custom Welding Provo UT 05/2023 07/2024
Hangar 15 Bicycles Draper UT 05/2019 05/2023
Bingham High School South Jordan UT 03/2016 06/2018
Brigham Young University Provo UT 06/2018 05/2019
  • 03/2026 → Present
    Truenorth Wealth
    Salt Lake City, UT
  • 07/2024 → 03/2026
    Truenorth Wealth
    Salt Lake City, UT
  • 05/2023 → 07/2024
    Drut Custom Welding
    Provo, UT
  • 05/2019 → 05/2023
    Hangar 15 Bicycles
    Draper, UT
  • 03/2016 → 06/2018
    Bingham High School
    South Jordan, UT
  • 06/2018 → 05/2019
    Brigham Young University
    Provo, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-02
  • S65 Uniform Investment Adviser Law Examination
    2026-03-02

View on SEC IAPD

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