Scott Michael Jones
Investment adviser representative at Cross Border Wealth, LLC
19 yearsExperience
1 stateRegistered in
$221.9MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Cross Border Wealth, LLCOct 2025 to now
- Geoffrey KasseMar 2024 to Oct 2025
- Jks Financial dba of Northwestern MutualFeb 2024 to Oct 2025
- Daniel JenkinsJan 2024 to Oct 2025
- Prudential AdvisorsNov 2020 to Feb 2024
- UnemployedMay 2020 to Nov 2020
- Carnegie Museums of PittsburghJul 2007 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cross Border Wealth, LLC
$221.9MAssets managed
531Clients
7Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7367186
- Firm CRD
- 288330