JW
Jason K. Walker
CROSS BORDER FINANCIAL PLANNING USA LLC
PHILADELPHIA, PA 19103
Some features on this profile are disabled
CRD#: 6557712
JW
Professional summary
Jason Keith Iestyn Walker is a registered financial advisor currently at CROSS BORDER FINANCIAL PLANNING USA LLC located in Philadelphia, Pennsylvania.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jason has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Name of Business: British American Business Council Address: 212 N 21st Street, Unit 5, Philadelphia, PA, 19103, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 05/08/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am Treasurer for the BABC. This is a board position. I sit on the board and report financial statements. I support the Exec Director with regards to budgeting. I support the group through attendance at events and promotion of the organization. I have no responsibility for the finances directly, no check writing, and no access to funds.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Keith Iestyn Walker's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 23, 2022 - Present
CROSS BORDER FINANCIAL PLANNING USA LLC
Office #1: 2001 Market St. Suite 2500, Philadelphia, PA 19103RIA
CRD#: 317154
PHILADELPHIA, PA
Past
December 18, 2015 - July 8, 2022
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
PHILADELPHIA, PA
Past
November 4, 2015 - July 8, 2022
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
PHILADELPHIA, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CB
CROSS BORDER FINANCIAL PLANNING USA LLC
CROSS BORDER FINANCIAL PLANNING USA LLC | TRISKELL WEALTH
CRD#: 317154 / SEC#: 801-132483
RIA
Registered Investment Advisory firm - (4/21/2025 Approved)California
Registered Investment Advisory firm - (5/22/2025 Terminated)New York
Registered Investment Advisory firm - (4/22/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/23/2025 Terminated)Texas
Registered Investment Advisory firm - (4/22/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(7/1/2022)
IAR
Pennsylvania(6/23/2022)
IAR
Texas(6/23/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CB
CROSS BORDER FINANCIAL PLANNING USA LLC
CROSS BORDER FINANCIAL PLANNING USA LLC | TRISKELL WEALTH
CRD#: 317154 / SEC#: 801-132483
RIA
Registered Investment Advisory firm - (4/21/2025 Approved)California
Registered Investment Advisory firm - (5/22/2025 Terminated)New York
Registered Investment Advisory firm - (4/22/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/23/2025 Terminated)Texas
Registered Investment Advisory firm - (4/22/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2001 Market St. Suite 2500, Philadelphia, PA 19103
Mailing Address
Phone number
(267) 946-1099
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 319 |
| AUM (Assets Under Management) | $ 114,664,126 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
