Jacob Jeffrey Walker

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

• 08/2015 → 08/2018
  Fidelity Brokerage Services Llc
  Covington, KY
• 07/2019 → 02/2021
  Cascade Financial Management, Inc.
  Denver, CO
• 01/2021 → 01/2022
  Apollon Wealth Management, Llc
  Denver, CO
• 09/2018 → 06/2019
  Unemployed
  Denver, CO
• 01/2021 → 01/2022
  Cabot Lodge Securities Llc
  New York, NY
• 01/2022 → 10/2024
  Clarify Wealth Management, Inc.
  Cincinnati, OH
• 04/2022 → 10/2024
  Lpl Financial Llc
  Cincinnati, OH
• 10/2024 → Present
  Cx Institutonal, Llc
  Blue Ash, OH

Previous Registrations

• 2022-02-07 → 2024-11-04
  Clarify Wealth Management
  Cincinnati, OH
• 2021-01-06 → 2022-01-19
  Apollon Wealth Management, Llc
  Denver, CO
  Mount Pleasant, SC
• 2019-07-30 → 2021-02-12
  Cascade Financial Management, Inc.
  Denver, CO
  Denver, CO
• 2018-07-13 → 2018-08-28
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-11-13 → 2018-07-13
  Strategic Advisers Llc
  Covington, KY
  Greenwood Village, CO

Other Businesses

1. 08/22/2022 - AirBNB - Investment Related - Home Based - Start Date - 08/20/2022 - 8 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-05
• S63 Uniform Securities Agent State Law Examination
  2015-05-01

Designations

• Certified Financial Planner

Other Names

• Jacob Walker