---
title: Advisor Focus - Skot Jones
---

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# Skot Jones

### International Investment Advisor

[biography](https://crossborder-wealth.com/advisor-focus-skot-jones?hsLang=en#biography)

[highlights](https://crossborder-wealth.com/advisor-focus-skot-jones?hsLang=en#highlights)

[connect](https://crossborder-wealth.com/advisor-focus-skot-jones?hsLang=en#connect)

 

## Biography

Skot Jones is an International Investment Advisor at Cross Border Wealth, providing customized investment planning and wealth management solutions for the unique needs of U.S. residents with foreign pensions.

Skot has acquired the Series 7 and 66 licenses from the Financial Industry Regulatory Authority (FINRA) and his background encompasses corporate and non-profit roles, from financial planning at Prudential, wealth management advisory with Northwestern Mutual to an administrative function at the Carnegie Museums of Pittsburgh.

Based in the firm’s Pittsburgh, United States office, Skot specializes in:  
•    U.K. pension management for U.S. residents  
•    Research and recovery of lost U.K. pension   
•    Expert strategies for PCLS, LTA and IHT  
•    Guidance on U.S.-U.K. taxation complexities

Outside of work, Skot is a published poet, musician and outdoorsman. 

2025 - Present

### International Investment Advisor, Cross Border Wealth

## Highlights

| ### Financial Services Certified Professional® | ### Certified FINRA Series 6, 7, 63, 65 |
| --- | --- |

 

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230 Park Avenue  
4th floor West  
New York, NY 10169  
United States of America  
+1 (646) 688-5333

#### Pittsburgh Office

223 Fourth Avenue  
Third Floor  
Benedum Trees Building  
Pittsburgh, PA 15222  
United States of America  
 +1 (646) 688-5333

#### Manila Office

10th Fl. One Griffinstone Bldg.  
Commerce Ave. cor.  
Spectrum Midway  
Alabang, Muntinlupa City,  
MM 1781, Philippines   
 +63 (02) 7217-1750

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