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JASON KEITH IESTYN WALKER
CRD#: 6557712
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Investment Adviser
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Previous Broker
CROSS BORDER FINANCIAL PLANNING USA LLCCRD#: 317154 PHILADELPHIA, PA
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2015 - 2022 (6 years)IACROSS BORDER FINANCIAL PLANNIN... (CRD# 317154)2022 - Present (2 years)
Disclosure(s)
View By:
12/29/2014
Customer Dispute
Settled
License(s)

State Registrations

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California 8/11/2023

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Pennsylvania 6/23/2022

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New York 7/1/2022

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Texas 6/23/2022

Current Registration(s)
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CROSS BORDER FINANCIAL PLANNING USA LLC (CRD#:317154)
PHILADELPHIA, PA
Registered with this firm since 6/23/2022

Previous Registration(s)
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12/18/2015 - 07/08/2022 RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705) PHILADELPHIA, PA
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11/04/2015 - 07/08/2022 RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705) PHILADELPHIA, PA
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.