Skye Taber
Skye Taber is a registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 22 years of industry experience. Skye operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B 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 $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
270 Park Avenue, 22nd and 23rd floors, New York, NY, 10017
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2015Customer Dispute
January 2011Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Mercer Allied Company, L.P.Broker
The Ayco Company,l.p.
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
TD Wealth Management Services INC.Broker
TD Wealth Management Services INC.
Primevest Financial Services, INC.
Bancnorth Investment Group, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
M&t Securities, INC.Broker
State Registrations53 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.