Unclaimed Profile

Jacob Jeffrey Walker

CLARIFY WEALTH MANAGEMENT, INC.·CINCINNATI, Ohio

SIE, Series 6, Series 7, Series 63, Series 66CFP10 years registeredCLARIFY WEALTH MANAGEMENT, INC.

50 E-BUSINESS WAY, CINCINNATI, OH 45241CRD# 6153558Firm CRD# 172355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob Jeffrey Walker · CINCINNATI, OH

Registration

CRD #6153558 · CLARIFY WEALTH MANAGEMENT, INC. · 10 years registered

Brand Profile

Not yet started

Career History

CX INSTITUTIONAL, LLC

Oct 2024 – present

CLARIFY WEALTH MANAGEMENT

Feb 2022 – Nov 2024

CINCINNATI, OH

APOLLON WEALTH MANAGEMENT, LLC

Jan 2021 – Jan 2022

Denver, CO

CASCADE FINANCIAL MANAGEMENT, INC.

Jul 2019 – Feb 2021

DENVER, CO

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 2018 – Aug 2018

BOSTON, MA

STRATEGIC ADVISERS LLC

Jun 2018 – Jul 2018

GREENWOOD VILLAGE, CO

STRATEGIC ADVISERS LLC

Nov 2015 – Jun 2018

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · November 13, 2015

Years registered · 10

Professional designation · CFP

Disclosure History

2018Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CLARIFY WEALTH MANAGEMENT, INC.

CRD 172355 · SEC 801-108586

AUM

$410M

Regulatory assets under management

Employees

1,552 client accounts

Services offered by CLARIFY WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLARIFY WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jacob Jeffrey Walker offer?

Jacob Jeffrey Walker specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Jacob Jeffrey Walker's credentials?

Jacob Jeffrey Walker holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jacob Jeffrey Walker located?

Jacob Jeffrey Walker is based in CINCINNATI, Ohio, working with CLARIFY WEALTH MANAGEMENT, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Jacob Jeffrey Walker charge for services?

Jacob Jeffrey Walker's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARIFY WEALTH MANAGEMENT, INC.?

CLARIFY WEALTH MANAGEMENT, INC. has approximately 11 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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