# JACOB JEFFREY WALKER

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CX INSTITUTIONAL, LLC](https://search.stillhousedata.com/firm/292627) | 2024-10-14 | present | Yes |
| [CLARIFY WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/172355) | 2022-02-07 | 2024-11-04 | — |
| [APOLLON WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/291902) | 2021-01-06 | 2022-01-19 | — |
| [CASCADE FINANCIAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/119030) | 2019-07-30 | 2021-02-12 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2018-07-13 | 2018-08-28 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2015-11-13 | 2018-07-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6153558)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6153558.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.