Jacob Jeffrey Walker
Investment adviser representative at Cx Institutional, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cx Institutional, LLCOct 2024 to now
- Cx Institutonal, LLCOct 2024 to now
- LPL Financial LLCApr 2022 to Oct 2024
- Clarify Wealth Management, Inc.Jan 2022 to Oct 2024
- Apollon Wealth Management, LLCJan 2021 to Jan 2022
- Cabot Lodge Securities LLCJan 2021 to Jan 2022
- Cascade Financial Management, Inc.Jul 2019 to Feb 2021
- UnemployedSep 2018 to Jun 2019
- Fidelity Brokerage Services LLCAug 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OH).
Cx Institutional, LLC
$4.5BAssets managed
4,560Clients
80Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6153558
- Firm CRD
- 292627