DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jacob Jeffrey Walker

Cx Institutional, LLCindependent RIABlue Ash, Oh IA-onlyIAPD 6153558

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jacob Walker

At current firm

1 y

since Oct 14, 2024

In the industry

11 y

since May 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cx Institutional, LLC independent RIA current
since Oct 14, 2024 · Blue Ash, Oh
Clarify Wealth Management former
Feb 7, 2022 to Nov 4, 2024 · Cincinnati, Oh
Apollon Wealth Management, LLC independent RIA
Jan 6, 2021 to Jan 19, 2022 · Denver, Co
Cascade Financial Management, Inc. former
Jul 30, 2019 to Feb 12, 2021 · Denver, Co
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Aug 28, 2018 · Boston, Ma
Strategic Advisers LLC national BD
Nov 13, 2015 to Jul 13, 2018 · Covington, Ky

Moves

a registration end followed by a registration begin elsewhere

Clarify Wealth Management to Cx Institutional, LLC
left Nov 4, 2024, registered Oct 14, 2024 (-21 days) · RIA to RIA · moved with a team
Apollon Wealth Management, LLC to Clarify Wealth Management
left Jan 19, 2022, registered Feb 7, 2022 (19 days) · RIA to RIA
Cascade Financial Management, Inc. to Apollon Wealth Management, LLC
left Feb 12, 2021, registered Jan 6, 2021 (-37 days) · RIA to RIA · moved with a team
Fidelity Personal And Workplace Advisors to Cascade Financial Management, Inc.
left Aug 28, 2018, registered Jul 30, 2019 (336 days) · Affiliated broker-dealer or bank to independent RIA
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

Jacob Jeffrey Walker left Clarify Wealth Management for Cx Institutional, Llc (registered 2024-10-14)
Nov 4, 2024 · Advisor changed firm · fact
Jacob Jeffrey Walker left Apollon Wealth Management, Llc for Clarify Wealth Management (registered 2022-02-07)
Jan 19, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address