William Harlin Trumbo
Advisor at J.P. Morgan Securities — Springdale, AR
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
6 years
Location
Springdale, AR 72762
J.P. Morgan Securities
Institution
William Trumbo is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 license and six years of industry experience. He has previously worked with Arvest Wealth Management and New York Life, among other firms. Outside of his advisory role, he is involved in managing real estate investments through several LLCs, including Eastwood LLC and TruCost Capital, where he oversees property management and rental operations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
Springdale, AR
1250 Market Square Dr
Springdale AR 72762
Advisors at this office
1
Arkansas · Texas
6 years of industry experience
J.P. Morgan Securities LLC
2022 - Present • 4 years
Fayetteville, AR
JPMorgan Chase Bank, N.A.
2022 - Present • 4 years
Fayetteville, AR
Trucost Capital LLC
2022 - Present • 4 years
Fayetteville, AR
TruCost Capital
2022 - Present • 4 years
Fayetteville, AR
Eastwood LLC
2022 - Present • 4 years
Hot Springs, AR
Eastwood LLC
2022 - Present • 4 years
Hot Springs, AR
Arvest Wealth Management
2020 - 2022 • 2 years
Fayetteville, AR
TSC Investments
2018 - 2021 • 3 years
Fayetteville, AR
Arvest Bank
2018 - 2020 • 2 years
Lowell, AR
New York Life
2017 - 2018 • 1 year
Little Rock, AR
3 Rivers Logistics Inc
2016 - 2019 • 3 years
Johnson, AR
Thrivent Investment Management INc
2016 - 2017 • 1 year
Nashville, TN
Thrivent Investment Management Inc
2016 - 2017 • 1 year
Nashville, TN
TCH Investments
2010 - Present • 16 years
Springdale, AR
TCH Investments, LLC
2010 - Present • 16 years
Springdale, AR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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