William Harlin Trumbo
Investment adviser representative at J.P. Morgan Securities LLC
16 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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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
16 years in the industry.
- J.P. Morgan Securities LLCDec 2022 to now
- JPMorgan Chase Bank, N.A.Dec 2022 to now
- Trucost Capital LLCMar 2022 to now
- Eastwood LLCFeb 2022 to now
- Tch Investments, LLCJan 2010 to now
- Arvest Wealth ManagementFeb 2020 to Dec 2022
- Tsc InvestmentsJun 2018 to Jul 2021
- Arvest BankApr 2018 to Jan 2020
- New York LifeFeb 2017 to Feb 2018
- 3 Rivers Logistics IncOct 2016 to Feb 2019
- Thrivent Investment Management IncMay 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (AR, 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
- 6624204
- Firm CRD
- 79