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Ericka J Skeldon

Fiduciary Consulting Group

Portland, OR

Greenwood Village, CO

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Current Employers
Fiduciary Consulting Group

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-10-29
OR RA APPROVED 2025-10-28
  • CO RA
    APPROVED
    Since 2025-10-29
  • OR RA
    APPROVED
    Since 2025-10-28

Branch Locations

9755 Sw Barnes Road Suite 660, Portland, OR 97225 • United States

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Homemaker Oregon City OR 01/2014 11/2017
John O Kelley Seattle WA 12/2017 09/2018
John O Kelley Mount Vernon WA 09/2018 12/2021
Northwestern Mutual Investment Services Llc Mount Vernon WA 09/2018 10/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 10/2019 06/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 06/2023 10/2025
Bank Of America, N.A. Portland OR 09/2023 10/2025
Morgan Stanley Portland OR 10/2025 Present
  • 01/2014 → 11/2017
    Homemaker
    Oregon City, OR
  • 12/2017 → 09/2018
    John O Kelley
    Seattle, WA
  • 09/2018 → 12/2021
    John O Kelley
    Mount Vernon, WA
  • 09/2018 → 10/2019
    Northwestern Mutual Investment Services Llc
    Mount Vernon, WA
  • 10/2019 → 06/2023
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 06/2023 → 10/2025
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Portland, OR
  • 09/2023 → 10/2025
    Bank Of America, N.A.
    Portland, OR
  • 10/2025 → Present
    Morgan Stanley
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-28
S63 Uniform Securities Agent State Law Examination 2018-12-06
  • S65 Uniform Investment Adviser Law Examination
    2023-07-28
  • S63 Uniform Securities Agent State Law Examination
    2018-12-06
Other Names
  • Ericka Jean Mckay
  • Ericka Cooper
  • Ericka Mckay
  • Ericka Jean Skeldon
  • Ericka J Cooper
  • Ericka J Mckay
  • Ericka J Skeldon

View on SEC IAPD

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JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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