This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CROSS BORDER WEALTH, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Sep 3, 2021

First registration

Oct 18, 2021

Dual registered

no

Other names

Scott Jones|Skot M Jones|Skot Jones|SCOTT M JONES|Skot Jones

IAPD individual key

7367186

• Occurred

  Sep 19, 2025
  Advisor changed firm

  Scott Michael Jones left Northwestern Mutual Investment Services,Llc for Cross Border Wealth, Llc (registered 2025-11-21)

  Form ADVobserved 5 days ago
• Occurred

  Feb 5, 2024
  Advisor changed firm

  Scott Michael Jones left Pruco Securities, Llc for Northwestern Mutual Investment Services,Llc (registered 2024-03-27)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:52ff5ba3-0395-ad20-c13b-d4bb889b21cc

First observed

Oct 18, 2021

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.