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Inactive

Scott Michael Jones

Cross Border Wealth, LLC

New York, NY

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Current Employers
Cross Border Wealth, Llc

230 Park Avenue 4Th Floor West, New York, NY 10169 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-21
  • PA RA
    APPROVED
    Since 2025-11-21

Branch Locations

230 Park Avenue 4Th Floor West, New York, NY 10169 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Daniel Jenkins Pittsburgh PA 01/2024 03/2024
Carnegie Museums Of Pittsburgh Pittsburgh PA 07/2007 06/2020
Prudential Advisors Canonsburg PA 11/2020 02/2024
Unemployed Pittsburgh PA 05/2020 11/2020
Daniel Jenkins Pittsburgh PA 03/2024 10/2025
Geoffrey Kasse Pittsburgh PA 03/2024 10/2025
Jks Financial Dba Of Northwestern Mutual Pittsburgh PA 02/2024 10/2025
Cross Border Wealth, Llc New York NY 10/2025 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-03
  • S66 Uniform Combined State Law Examination
    2021-09-03
Other Names
  • Scott Jones
  • Skot M Jones
  • Skot Jones
  • Scott M Jones
  • Skot Jones

View on SEC IAPD

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