James G Brandenburgh

Employer firm

Cx Institutional, LLC CRD 292627

$4.46B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 10/2024
  Lpl Financial Corporation
  Cincinnati, OH
• 08/2014 → 10/2024
  Clarify Wealth Management
  Cincinnati, OH
• 10/2024 → Present
  Cx Institutional, Llc
  Blue Ash, OH

Previous Registrations

• 2014-11-19 → 2024-11-04
  Clarify Wealth Management
  Cincinnati, OH
• 2010-04-28 → 2015-10-28
  Lpl Financial Llc
  Cincinnati, OH

Other Businesses

1. Clear Future LLC - Not Investment Related - 2925 Union Street, Lafayette, IN 47904 - Real Estate Rental - Started 01/01/2017 - 1 Hour Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-26

Designations

• Certified Financial Planner