Jason Walker
Jason Walker is a registered investment advisor at Cross Border Financial Planning USA LLC, based in Philadelphia, PA, with 10 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 135 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
2001 Market St., Suite 2500, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2014Other Business Activities
Jason is the Treasurer for the British American Business Council, a non-profit organization, since 2017. He dedicates a few hours per week to this board position, supporting the Executive Director with budgeting and attending events.
Employment History
Current Registrations
Cross Border Financial Planning USA LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.