PS
CFP
PS
CFP

Paul Skilton

33 Years of Experience
Wayne, NJ
2 DisclosuresBroker

Paul Skilton is a CFP-designated registered investment advisor at Edward Jones, based in Wayne, NJ, with 33 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

87 Berdan Avenue Suite 1A, Wayne, NJ, 07470

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2016
Denied
Criminal
May 1992
Final Disposition
Employment History
Current Registrations
Edward Jones
May 2002 - Present · 24 yrs 5 mos
Edward JonesBroker
April 2002 - Present · 24 yrs 6 mos
Previous Registrations
Dime Securities, INC.Broker
June 1995 - April 2002 · 6 yrs 10 mos
Citicorp Investment ServicesBroker
July 1994 - June 1995 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1993 - August 1994 · 1 yr 7 mos
State Registrations28 states
AZCACOCTDCFLINKSMAMDMEMIMNNCNDNJNVNYOHPARISCTNTXVAVTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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