James Edward Trimble
Investment adviser representative at Hb Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Hb WealthNov 2021 to now
- Homrich BergNov 2019 to now
- M Holdings Securities, Inc.Oct 2014 to Oct 2019
- Nease Lagana Eden & CulleyOct 2014 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (GA).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
4 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
- 2372062
- Firm CRD
- 316731