Jacob Marion Martin

Current Employers

Employment History

• 06/2016 → 02/2018
  Total Windows & Glass
  Herriman, UT
• 02/2018 → Present
  Soulence Tax & Wealth Advisors
  Draper, UT
• 01/2020 → 01/2025
  Corecap Advisors
  Southfield, MI
• 01/2025 → Present
  Soulence Wealth Management
  Phoenix, AZ
• 03/2026 → Present
  Soulence Wealth Management Ii
  Pleasant Grove, UT

Previous Registrations

• 2025-03-07 → 2026-03-02
  Soulence Wealth Management, Llc
  Pleasant Grove, UT
  Pleasant Grove, UT
• 2021-01-19 → 2025-03-12
  Corecap Advisors
  Draper, UT
  Southfield, MI

Other Businesses

Soulence Tax & Wealth Advisors; Wealth Advisor; Approx. 160 hours per month; Approx. 160 hours per month during trading hours; similar clientele Mr. Martin is a licensed insurance agent. Mr. Martin is also an owner of Lilliano Capital Management, an investment management firm that provides portfolio management services through model portfolios and/or separately managed accounts. As disclosed in the Firm's Form ADV Part 2A, Soulence utilizes the investment strategies of Lilliano Capital Management in managing client accounts. Because Mr. Martin has an ownership interest in Lilliano Capital Management, he may receive financial benefits based on its business success. This presents a conflict of interest because Mr. Martin has a financial incentive to recommend or require the use of Lilliano Capital Management. Clients are informed of this conflict and may request additional information about the relationship. ?Name: Guaco Inc. ?Investment-related: No ?Address: 220 S. 2500 W., Pleasant Grove, UT 84062 ?Nature of business: S-Corp to receive personal income ?Position: Owner 100% ?Start date: Feb. 2018 ?Time per Month: 0 ?Time During Trading: 0 ?Duties: None ?Name: Guaco Marketing LLC ?Investment-related: No ?Address: 220 S. 2500 W., Pleasant Grove, UT 84062 ?Nature of business: Marketing offshoot for Guaco. Non-securities related. For paying kids. ?Position: Owner 100% ?Start date: Nov. 2020 ?Time per Month: 0 ?Time During Trading: 0 ?Duties: None ?Name: SnautHaus Investments LLC ?Investment-related: No ?Address: 220 S. 2500 W., Pleasant Grove, UT 84062 ?Nature of business: Personal Investment LLC ?Position: Owner 100% ?Start date: Jan. 2026 ?Time per Month: 0 ?Time During Trading: 0 ?Duties: None ?Name: Tariff Tactics LLC ?Investment-related: No ?Address: 220 S. 2500 W., Pleasant Grove, UT 84062 ?Nature of business: Tax Strategy ?Position: Owner 50% ?Start date: Jan. 2026 ?Time per Month: 5 ?Time During Trading: 0 ?Duties: Management & Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-28

Other Names

• Jacob Marion Martin
• Jacob Martin