Lee Skillman, financial advisor La Jolla CA

Lee Skillman

CRD Number: 3173821
Current Firm: J.p. Morgan Securities LLC

Lee Skillman (CRD# 3173821) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in La Jolla, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC La Jolla, CA Aug 2015 - Current 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla, CA Jun 2010 - Jul 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Lee K. Skillman
Phone Number: 800-999-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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