Joshua Benjamin Feld

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

• 11/2024 → 11/2025
  Western & Southern Life
  West Chester, OH
• 11/2024 → 11/2025
  Western & Southern Life
  West Chester, OH
• 08/2022 → 04/2024
  University Of Cincinnati
  Cincinnati, OH
• 08/2020 → Present
  Self Managed Stock Portfolio
  Cincinnati, OH
• 07/2020 → 03/2021
  Doordash
  Cincinnati, OH
• 12/2017 → 08/2018
  Jimmy Johns
  Kenwood, OH
• 08/2018 → 04/2020
  University Of Cincinnati Blue Ash
  Kenwood, OH
• 12/2017 → 08/2018
  Unemployed
  Cincinnati, OH
• 08/2017 → 12/2017
  University Of Findlay
  Findlay, OH
• 06/2015 → 08/2017
  Jimmy Johns
  Kenwood, OH
• 03/2021 → 07/2022
  Unemployed
  Cincinnati, OH
• 11/2025 → Present
  Cx Institutional
  Cincinnati, OH
• 07/2024 → 11/2024
  Western & Southern Life
  West Chester, OH

Previous Registrations

• 2024-11-27 → 2025-11-17
  W&S Brokerage Services, Inc.
  West Chester, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-26
• S63 Uniform Securities Agent State Law Examination
  2024-11-01