Cross Border Financial Planning USA LLC

Who works here

• EC
  Edward James Benjamin Cole
• JC
  Jameson Coslow
• JW
  Jason Keith Iestyn Walker

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Portfolio management

Cross Border Financial Planning USA LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

317154