Zack T. Skinner
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$429.7BFirm assets
Are you Zack T. Skinner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- J.P. Morgan Securities LLCFeb 2021 to now
- JPMorgan Chase Bank NAMar 2019 to now
- JPMorgan Securities LLCMar 2019 to now
- Bok Financial Securities, Inc.Jul 2017 to Mar 2019
- BOKF, NAJul 2017 to Mar 2019
- Mariner Wealth Advisors - OklahomaSep 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6706757
- Firm CRD
- 79