James Edward Trimble

Employer firm

Hb Wealth CRD 316731

$30.2B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 10/2019
  M Holdings Securities, Inc.
  Portland, OR
• 10/2014 → 10/2019
  Nease Lagana Eden & Culley
  Atlanta, GA
• 11/2019 → Present
  Homrich Berg
  Atlanta, GA

Previous Registrations

• 2019-11-08 → 2021-11-21
  Homrich Berg
  Atlanta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-12-22

Designations

• Certified Financial Planner

Other Names

• Jimmy Trimble
• James Edward Trimble