Janice Lynn Trimmell
Investment Adviser Representative at UMB Financial Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Janice Lynn Trimmell is an investment adviser representative with UMB Financial Services, Inc. in Overland Park, KS, where they have been registered since 1987. They have worked in the securities industry since 1987 and were previously registered with American Express Financial Advisors Inc. They have passed 8 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Missouri.
Registrations & licenses
- Investment adviser:
- Missouri
- Broker:
1 state or territory
Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- UMB Scout Brokerage Services IncAug 1987 – no end date reportedKansas City, MO
- UMB BankAug 1987 – no end date reportedKansas City, MO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About UMB Financial Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Self-directed investing (stocks, bonds, options, ETFs, mutual funds, brokered CDs) with no minimum; and investing with a financial professional offering personalized investment strategies, ongoing account monitoring and rebalancing via UMB Managed Account Solutions, and access to additional products including unit investment trusts, variable annuities and managed accounts, with a $50,000 minimum.
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 41
- Offices listed on AdvisorFinder:
- 15
- Main office:
- Kansas City, MO
- SEC file number:
- 801-62967
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 3, 2026
View full firm profileOther advisors at UMB Financial Services, Inc.
Showing 12 of 41 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Janice Lynn Trimmell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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