Skye Taber

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 11/2018
  The Ayco Company, L.P./Mercer Allied
  New York, NY
• 11/2018 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 11/2018 → Present
  J.P. Morgan Securities Llc
  New York, NY

Previous Registrations

• 2013-05-15 → 2018-11-08
  Goldman Sachs Wealth Services, L.P.
  New York, NY
• 2010-03-31 → 2013-06-03
  Hsbc Securities (Usa) Inc.
  New York, NY
  New York, NY
  New York, NY
• 2009-11-17 → 2010-02-17
  Td Wealth Management Services Inc.
  Warwick, NY
  Washingtonville, NY
  Goshen, NY
  Goshen, NY
• 2007-07-20 → 2009-11-17
  Cetera Investment Services Llc
  Washingtonville, NY
• 2006-11-17 → 2007-07-05
  Banc Of America Investment Services, Inc.
  Latham, NY
  Goshen, NY
  Goshen, NY
  Goshen, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-06
• S63 Uniform Securities Agent State Law Examination
  2003-10-29

Other Names

• Skye Brodie Taber
• Skye B Taber