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RIA / WealthAdvisorCertified Financial Planner11 years in industry

JACOB JEFFREY WALKER

Advisor at CX INSTITUTIONAL, LLC

Blue Ash, OH | AUBURN, IN

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Search this name across graphsid dfx:ria:bf699fe6-e946-3e75-dba7-487cc65ff638

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Nov 13, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CX INSTITUTIONAL, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: May 1, 2015
First registration: Nov 13, 2015
Dual registered: no
Other names: JACOB WALKER
IAPD individual key: 6153558

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CX INSTITUTIONAL, LLC	Independent wealth	Oct 14, 2024	n/a	yes	Blue Ash, OH\|AUBURN, IN	Current employment
CLARIFY WEALTH MANAGEMENT	Former SEC adviser	Feb 7, 2022	Nov 4, 2024	no	CINCINNATI, OH	Previous registration
APOLLON WEALTH MANAGEMENT, LLC	Independent wealth	Jan 6, 2021	Jan 19, 2022	no	Denver, CO\|MOUNT PLEASANT, SC	Previous registration
CASCADE FINANCIAL MANAGEMENT, INC.	Former SEC adviser	Jul 30, 2019	Feb 12, 2021	no	DENVER, CO\|DENVER, CO	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Aug 28, 2018	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Nov 13, 2015	Jul 13, 2018	no	COVINGTON, KY\|GREENWOOD VILLAGE, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CLARIFY WEALTH MANAGEMENT	CX INSTITUTIONAL, LLC	Nov 4, 2024	Oct 14, 2024	-21	Firm change	RIA to RIA
APOLLON WEALTH MANAGEMENT, LLC	CLARIFY WEALTH MANAGEMENT	Jan 19, 2022	Feb 7, 2022	19	Firm change	RIA to RIA
CASCADE FINANCIAL MANAGEMENT, INC.	APOLLON WEALTH MANAGEMENT, LLC	Feb 12, 2021	Jan 6, 2021	-37	Firm change after gap	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	CASCADE FINANCIAL MANAGEMENT, INC.	Aug 28, 2018	Jul 30, 2019	336	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
172355:292627:OH:2024-11-04	Nov 4, 2024	Oct 14, 2024	CINCINNATI, OH	Firm change
119030:291902:CO:2021-02-12	Feb 12, 2021	Jan 6, 2021	DENVER, CO	Firm change after gap

Relationships

Registered with (6)

→ CX INSTITUTIONAL, LLCRegistered adviserregistration: current employment
Oct 14, 2024 to presentfactForm ADV
→ CLARIFY WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 7, 2022 to Nov 4, 2024factForm ADV
→ APOLLON WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 6, 2021 to Jan 19, 2022factForm ADV
→ CASCADE FINANCIAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 30, 2019 to Feb 12, 2021factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Aug 28, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Nov 13, 2015 to Jul 13, 2018factForm ADV

Dated events

Occurred
Nov 4, 2024
Advisor changed firm
Jacob Jeffrey Walker left Clarify Wealth Management for Cx Institutional, Llc (registered 2024-10-14)
Form ADVobserved 5 days ago
Occurred
Jan 19, 2022
Advisor changed firm
Jacob Jeffrey Walker left Apollon Wealth Management, Llc for Clarify Wealth Management (registered 2022-02-07)
Form ADVobserved 5 days ago