Scott Michael Jones

Employer firm

Cross Border Wealth, LLC CRD 288330

$222M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → 03/2024
  Daniel Jenkins
  Pittsburgh, PA
• 07/2007 → 06/2020
  Carnegie Museums Of Pittsburgh
  Pittsburgh, PA
• 11/2020 → 02/2024
  Prudential Advisors
  Canonsburg, PA
• 05/2020 → 11/2020
  Unemployed
  Pittsburgh, PA
• 03/2024 → 10/2025
  Daniel Jenkins
  Pittsburgh, PA
• 03/2024 → 10/2025
  Geoffrey Kasse
  Pittsburgh, PA
• 02/2024 → 10/2025
  Jks Financial Dba Of Northwestern Mutual
  Pittsburgh, PA
• 10/2025 → Present
  Cross Border Wealth, Llc
  New York, NY

Previous Registrations

• 2024-03-27 → 2025-09-19
  Northwestern Mutual Investment Services, Llc
  Pittsburgh, PA
• 2021-10-18 → 2024-02-05
  Pruco Securities, Llc.
  Canonsburg, PA
  Monroeville, PA

Exams

• S66 Uniform Combined State Law Examination
  2021-09-03

Other Names

• Scott Jones
• Skot M Jones
• Skot Jones
• Scott M Jones
• Skot Jones