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Jacob Martin

Corecap Advisors

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About Jacob Martin

Jacob Martin is a wealth advisor with Corecap Advisors. Jacob is a registered Investment Advisor Representative in several states including Utah, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Jersey, New Mexico, New York, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington. Jacob is also a wealth advisor with Soulence Tax & Wealth Advisors. Jacob has been in the financial services industry since 2013 and has experience in a variety of roles, including working as a wealth advisor with Soulence Tax & Wealth Advisors. Jacob has a Series 65 license and received it in December of 2020. Jacob is a specialist in asset management and financial planning for high net worth individuals, corporations, and individuals other than high net worth.

Firm Information

Jacob Martin is currently registered with Corecap Advisors. Corecap Advisors is an investment advisory firm located in SOUTHFIELD, MI. They manage over $2.46 billion in assets for 8,713 clients, primarily individuals, corporations, and pension plans. They offer a variety of advisory services, including financial planning, portfolio management, and educational seminars. Corecap Advisors is registered with the SEC under the number 801-72687.
Corecap Advisors

27777 FRANKLIN ROAD

SOUTHFIELD, MI 48034

$2.47B

Assets Under Management

6

Total Clients

116

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Martin’s Registration & Firm History

UT

02/09/2024 - Present

Corecap Advisors (Draper UT)

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Licenses & Designations

IA

Issued 12/28/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Martin.
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