Joseph Thomas Trimble
Investment adviser representative at Root Financial Partners
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Root Financial PartnersAug 2023 to now
- Splunk, IncAug 2022 to May 2023
- Savant Wealth ManagementFeb 2021 to Jul 2022
- Yhb Wealth AdvisorsAug 2018 to Jan 2021
- UnemployedJun 2018 to Aug 2018
- Charles Schwab & Co., Inc.Aug 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Root Financial Partners
Legal name: Root Financial Partners, LLC
$2.1BAssets managed
858Clients
64Advisers
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
- 6691419
- Firm CRD
- 290289