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Jacob N. Pacini

Investment Adviser Representative at Soulence Wealth Management

Pheonix, AZCRD #6196056Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jacob N. Pacini is an investment adviser representative in Pheonix, AZ, currently registered with Lilliano Capital Management LLC and Soulence Wealth Management. They have worked in the securities industry since 2014 and have been registered with 4 firms, including Soulence Wealth Management, LLC and Sl2 Investments LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Arizona.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/21/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Soulence Wealth ManagementCurrent
4/23/2026 – Pheonix, AZ
Lilliano Capital Management LLCCurrent
3/5/2026 – Phoenix, AZ
Soulence Wealth Management, LLC
11/12/2021 – 3/2/2026Pleasant Grove, UT
Sl2 Investments LLC
3/24/2014 – 3/9/2021Phoenix, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Pacini Hatfield Investments, LLC
    Mar 2013 – Sep 2019Scottsdale, AZ
  2. Soulence Wealth Management
    Sep 2019 – Feb 2026Phoenix, AZ
  3. Lilliano Capital Management, LLC
    Feb 2026 – no end date reportedPhoenix, AZ
  4. Soulence Wealth Management II, LLC
    Mar 2026 – no end date reportedPhoenix, AZ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Soulence Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Pheonix, AZ

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob N. Pacini has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jacob N. Pacini (Soulence Wealth Management) | AdvisorFinder