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Jack Dillon Trimp

Nations Financial Group, Inc.

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About Jack Dillon Trimp

Jack Dillon Trimp is a financial advisor with Nations Financial Group, Inc., based in Idaho Falls, ID. Jack has been working in the financial industry since 2019. Jack is registered as an investment advisor representative in Idaho and Texas. Jack Dillon Trimp has a Series 63, Series 65, Series 7TO, and SIE licenses. In addition to his work at Nations Financial Group, Inc., Jack is also the owner of Trimp Investments, LLC.

Firm Information

Jack Trimp is currently registered with Nations Financial Group, Inc.. Nations Financial Group, Inc. is a corporation formed in 1997 that provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. The firm manages approximately $3.4 billion in assets for a variety of clients, including high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. The firm has offices in Cedar Rapids, IA and is registered with the SEC and in 51 states.
Nations Financial Group, Inc.

3925 FOUNTAINS BLVD NE

CEDAR RAPIDS, IA 52411

$3.40B

Assets Under Management

Not reported

Total Clients

91

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jack Trimp’s Registration & Firm History

ID

01/06/2025 - Present

Nations Financial Group, Inc. (Idaho Falls ID)

ID

12/04/2019 - 08/23/2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (IDAHO FALLS ID)

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Licenses & Designations

IA

Issued 05/19/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 09/16/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jack Dillon Trimp.
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