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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

Whitney M. Trimble

Advisor at J.P. MORGAN SECURITIES LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc7ce366-0b18-2542-5920-62a36ff868ca

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 27, 2012 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jun 25, 2012
First registration: Jun 27, 2012
Dual registered: yes, broker-dealer
Other names: WHITNEY MORGAN BROWN|WHITNEY TRIMBLE|Whitney M Trimble|Whitney M Brown|Whitney Brown|WHITNEY MORGAN TRIMBLE
IAPD individual key: 6046911

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Dec 20, 2023	n/a	yes	Valparaiso, IN\|PORTAGE, IN\|GARY, IN\|HOBART, IN\|VALPARAISO, IN\|GARY, IN\|MUNSTER, IN\|CHESTERTON, IN\|HAMMOND, IN\|MERRILLVILLE, IN\|HIGHLAND, IN\|VALPARAISO, IN\|GARY, IN\|HAMMOND, IN\|MICHIGAN CITY, IN\|MERRILLVILLE, IN\|HOMEWOOD, IL\|MATTESON, IL\|SOUTH CHICAGO HEIGHTS, IL\|GLENWOOD, IL\|LANSING, IL\|MOKENA, IL\|LANSING, IL\|RIVERDALE,, IL\|FRANKFORT, IL\|COUNTRY CLUB HILLS, IL\|TINLEY PARK, IL\|ORLAND PARK, IL\|CRESTWOOD, IL\|CALUMET CITY, IL\|SOUTH HOLLAND, IL\|PALOS HEIGHTS, IL\|NEW LENOX, IL	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 27, 2012	Dec 18, 2023	no	ORLAND PARK, IL\|MERRILLVILLE, IN\|TINLEY PARK, IL\|ORLAND PARK, IL\|ORLAND PARK, IL\|CHICAGO, IL\|MERRILLVILLE, IN\|CHICAGO, IL\|CHICAGO, IL\|BOSTON, MA\|PENNINGTON, NJ\|CHICAGO, IL\|MERRILLVILLE, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN SECURITIES LLC	Dec 18, 2023	Dec 20, 2023	2	Firm change	Wirehouse to wirehouse

Relationships

Registered with (2)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Dec 20, 2023 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 27, 2012 to Dec 18, 2023factForm ADV

Dated events

Occurred
Dec 18, 2023
Advisor changed firm
Whitney M. Trimble left Merrill Lynch, Pierce, Fenner & Smith Incorporated for J.P. Morgan Securities Llc (registered 2023-12-20)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dc7ce366-0b18-2542-5920-62a36ff868ca
First observed: Jun 27, 2012
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Whitney M. Trimble

Advisor at J.P. MORGAN SECURITIES LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc7ce366-0b18-2542-5920-62a36ff868ca

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:09 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

J.P. MORGAN SECURITIES LLC

Wirehouse

Dec 20, 2023

n/a

yes

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Jun 27, 2012

Dec 18, 2023

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

Dec 18, 2023

Dec 20, 2023

Firm change

Wirehouse to wirehouse