James Luke Skelton

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2020 → 03/2023
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 06/2017 → 09/2020
  Energy Harness Corporation
  Zionsville, IN
• 02/2016 → 06/2017
  Jpmorgan Chase
  Carmel, IN
• 09/2023 → 11/2024
  Pruco Securities Llc
  Indianapolis, IN
• 03/2023 → 09/2023
  Unemployed
  Indianapolis, IN
• 11/2023 → Present
  The Prudential Insurance Company Of America
  Indianapolis, IN
• 11/2024 → Present
  Lpl Enterprise, Llc
  Indianapolis, IN

Previous Registrations

• 2023-10-20 → 2024-11-14
  Pruco Securities, Llc.
  Indianapolis, IN

Other Businesses

1) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s) 2) 09/12/2025-Maggiano's Little Italy-Server-Outside/W-2 Employment-Not inv related-At Indianapolis, IN-Start date 09/17/2025-80hrs/mth-4hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-12
• S63 Uniform Securities Agent State Law Examination
  2021-09-24