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Jason Keith Iestyn Walker

Chief Compliance Officer, Managing MemberCross Border Financial Planning USA LLCCRD 6557712

About Jason Keith Iestyn Walker

Jason Keith Iestyn Walker is listed as Chief Compliance Officer, Managing Member at Cross Border Financial Planning USA LLC in Philadelphia, PA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Cross Border Financial Planning USA LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason Keith Iestyn Walker work?

Jason Keith Iestyn Walker is listed as Chief Compliance Officer, Managing Member at Cross Border Financial Planning USA LLC on SEC Form ADV.

How much of Cross Border Financial Planning USA LLC does Jason Keith Iestyn Walker own?

Form ADV reports a beneficial ownership band of 25-50%.

Cross Border Financial Planning USA LLC

TitleChief Compliance Officer, Managing Member
Ownership25-50%
Control personYes
Since2022
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