About Us

James Skilling

Regional Vice President - Norcal/Hawaii (West Region)
Phone: 925-951-1144
Fax: 925-951-1139

As a bay area native, James has been living and working in the area his entire life. James graduated from the University of California, Santa Barbara in 2012. He majored in Sociology and Global studies, and minored in Business, Finance and Entrepreneurship. This combination of disciplines, gives him a unique understanding of today's population and global market place. Upon graduation, James began his career with Equitable Advisors in pursuit of a lifelong ambition to enter the world of Financial Services.

During is tenure at Equitable Advisors, James has already accomplished numerous achievements. His first year as an advisor, he led the Northern California and Hawaii branch, and was awarded the prestigious “Top First Year Advisor Award.” His love of finance has also granted him admission in the National Leaders Forum, a series of conferences limited to only a hand full of top advisors nationwide. Beyond these individual achievements, he is fully licensed with FINRA, including the series 7, 63, and 65 securities credentials. As an advisor, his services range from Retirement and Estate Planning, to Wealth Management and Asset Protection.

My mission “is to help both individuals and business alike accumulate, protect, and distribute wealth through all phases of life!”

 James takes a unique perspective when it comes to approaching someone's finances. As a planner in the truest sense, he believes everyone deserves an individual and personal touch when it comes to their financial security. James facilitates this ideology through a 3 phase system. First, the discovery phase; second, the planning phase; and finally the implementation phase. This process ensures each of his clients have a personally tailored strategy, broken down into small manageable steps. 

California Insurance License #: 0I06118

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

California Insurance License #: 0F00296

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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