Jacob Walker is a CFP-designated registered investment advisor at Cx Institutional, LLC, based in Blue Ash, OH, with 10 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4,560 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Program fees consist of an investment advisory fee and strategy fee, up to a maximum of 2.0% annually, and are negotiable.
Fee Estimator
Location
4555 Lake Forest Dr., Suite 160, Blue Ash, OH, 45242
Get directionsHistory
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.
Exams
More Advisors
- Aubrey Ramey, CFPCx Institutional, LLC
- Chad Baxter, CFP, ChFCCx Institutional, LLC
- James Brandenburgh, CFPCx Institutional, LLC
- Bryan Grisak, CFP, ChFC
- Konstantinos Georgostathis, CFPNorthrock Partners, LLC
- Shawn Scott, ChFCWealth Enhancement Advisory Services, LLC