Jason Keith Iestyn Walker

Current Employers

Cross Border Financial Planning Usa Llc

2001 Market St. Suite 2500, Philadelphia, PA 19103 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-07-01
PA	RA	APPROVED	2022-06-23
TX	RA	APPROVED	2022-06-23

NY RA
APPROVED

Since 2022-07-01
PA RA
APPROVED

Since 2022-06-23
TX RA
APPROVED

Since 2022-06-23

Branch Locations

2001 Market St. Suite 2500, Philadelphia, PA 19103 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Raymond James & Associates	Philadelphia	PA	09/2015	06/2022
Cross Border Financial Planning Usa Llc	Philadelphia	PA	06/2022	Present

09/2015 → 06/2022

Raymond James & Associates

Philadelphia, PA
06/2022 → Present

Cross Border Financial Planning Usa Llc

Philadelphia, PA

Previous Registrations

2015-12-18 → 2022-07-08

Raymond James & Associates, Inc.

Philadelphia, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-12-16

S66 Uniform Combined State Law Examination

2015-12-16

View on SEC IAPD

Current Employers

Cross Border Financial Planning Usa Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

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