JACOB JEFFREY WALKER is an investment adviser representative (IAR) with state registration records since 2015, appearing at 6 firms. Currently registered with CX INSTITUTIONAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CX INSTITUTIONAL, LLC | 2024-10-14 | present | Yes |
| CLARIFY WEALTH MANAGEMENT | 2022-02-07 | 2024-11-04 | — |
| APOLLON WEALTH MANAGEMENT, LLC | 2021-01-06 | 2022-01-19 | — |
| CASCADE FINANCIAL MANAGEMENT, INC. | 2019-07-30 | 2021-02-12 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2018-08-28 | — |
| STRATEGIC ADVISERS LLC | 2015-11-13 | 2018-07-13 | — |