Jameson Coslow
Investment adviser representative at Cross Border Financial Planning USA LLC
13 yearsExperience
3 statesRegistered in
$147.2MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Cross Border Financial Planning USA LLCOct 2024 to now
- Curi Rmb Capital, LLCFeb 2020 to Aug 2024
- Campbell & CompanyJul 2019 to Feb 2021
- Peace CorpsMay 2017 to May 2019
- North Park UniveristyAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (NY, PA, TX).
Cross Border Financial Planning USA LLC
$147.2MAssets managed
166Clients
3Advisers
1 yearIn 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
- 7718689
- Firm CRD
- 317154