William Harlin Trumbo
Investment Adviser Representative at J.p. Morgan Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Harlin Trumbo is an investment adviser representative with J.p. Morgan Securities LLC in Springdale, AR, where they have been registered since 2022. They have worked in the securities industry since 2020 and were previously registered with Arvest Wealth Management. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arkansas and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arkansas, Texas
- Broker:
21 states and territories
Arizona, Arkansas, California, Colorado, Florida, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Michigan, Mississippi, Missouri, Nevada, New York, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, Vermont
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.
- Thrivent Investment Management IncMay 2016 – Feb 2017Nashville, TN
- New York LifeFeb 2017 – Feb 2018Little Rock, AR
- Arvest BankApr 2018 – Jan 2020Lowell, AR
- Arvest Wealth ManagementFeb 2020 – Dec 2022Fayetteville, AR
- TSC InvestmentsJun 2018 – Jul 2021Fayetteville, AR
- TCH Investments, LLCJan 2010 – no end date reportedSpringdale, AR
- Eastwood LLCFeb 2022 – no end date reportedHot Springs, AR
- Trucost Capital LLCMar 2022 – no end date reportedFayetteville, AR
- J.P. Morgan Securities LLCDec 2022 – no end date reportedFayetteville, AR
- JPMorgan Chase Bank, N.A.Dec 2022 – no end date reportedFayetteville, AR
- 3 Rivers Logistics IncOct 2016 – Feb 2019Johnson, AR
- Thrivent Investment Management IncJun 2016 – Feb 2017Nashville, TN
- Eastwood LLCFeb 2022 – no end date reportedHot Springs, AR
- TruCost CapitalMar 2022 – no end date reportedFayetteville, AR
- TCH InvestmentsJan 2010 – no end date reportedSpringdale, AR
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About J.p. Morgan Securities LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
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
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13,759
- Offices listed on AdvisorFinder:
- 25
- Main office:
- New York, NY
- SEC file number:
- 801-3702
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at J.p. Morgan Securities LLC
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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. William Harlin Trumbo 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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