ST
ST
Skye Taber
22 Years of Experience
New York, NY
2 DisclosuresBroker
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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
270 Park Avenue, 22nd and 23rd floors, New York, NY, 10017
Get directionsHistory
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
November 2015Denied
Customer Dispute
January 2011Settled
Employment History
Current Registrations
J.P. Morgan Securities LLC
June 2024 - Present · 2 yrs 4 mos
J.P. Morgan Securities LLCBroker
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Mercer Allied Company, L.P.Broker
May 2013 - November 2018 · 5 yrs 6 mos
The Ayco Company,l.p.
May 2013 - November 2018 · 5 yrs 6 mos
Hsbc Securities (USA) INC.Broker
March 2010 - June 2013 · 3 yrs 3 mos
Hsbc Securities (USA) INC.
March 2010 - June 2013 · 3 yrs 3 mos
TD Wealth Management Services INC.Broker
November 2009 - February 2010 · 3 mos
TD Wealth Management Services INC.
November 2009 - February 2010 · 3 mos
Primevest Financial Services, INC.
July 2007 - November 2009 · 2 yrs 4 mos
Bancnorth Investment Group, INC.Broker
July 2007 - November 2009 · 2 yrs 4 mos
Banc of America Investment Services, INC.
November 2006 - July 2007 · 8 mos
Banc of America Investment Services, INC.Broker
February 2005 - July 2007 · 2 yrs 5 mos
M&t Securities, INC.Broker
October 2003 - January 2005 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
More Advisors
- Thomas Morgan, CFAJ.P. Morgan Securities LLC
- Rita CamburnJ.P. Morgan Securities LLC
- Jeanne BergerJ.P. Morgan Securities LLC
- Kevin Sherman, CFPJ.P. Morgan Securities LLC
- James Fleming, CFPJ.P. Morgan Securities LLC
- John Kelly, CFPJ.P. Morgan Securities LLC