Jacob Walker is a CFP-designated registered investment advisor at Cx Institutional, LLC, based in Blue Ash, OH, with 9 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,077 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CX Institutional charges a percentage of the value of your investments, and this fee is negotiable up to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, the complexity of your situation, and your servicing needs. Clients also pay a $10 quarterly fee per account, plus $2.50 per sleeve per quarter, and an additional $2.50 per account quarterly for account aggregation services.
Location
4555 Lake Forest Dr., Suite 160, Blue Ash, OH, 45242
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Regulatory History (1)
Employment Separation After Allegations
August 2018Other Business Activities
Jacob is involved with an investment-related Airbnb business since 2022. He spends a few hours per week on this activity.
Employment History
Current Registrations
Cx Institutional, LLC
Previous Registrations
LPL Financial LLCBroker
Clarify Wealth Management
Cabot Lodge Securities LLCBroker
Apollon Wealth Management, LLC
Cascade Financial Management, INC.
Cascade Financial Management, INC.Broker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.