J Whitmore
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
J Whitmore is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on delivering personalized financial strategies and advice to individuals, families, and businesses. His approach emphasizes understanding clients' short- and long-term financial objectives to tailor solutions that address managing new wealth, personal retirement planning, portfolio management services, and retirement income.
Since entering the financial services industry in 2011 and joining Merrill in 2014, J Whitmore has developed expertise in building strong client-advisor relationships that foster confidence and empowerment in wealth management. He holds the Chartered Retirement Planning Counselor™ and Personal Investment Advisor designations and earned a bachelor's degree in Business Administration from Middle Tennessee State University.
Outside of his professional role, J Whitmore enjoys football, golfing, soccer, softball, and spending time with his family. He lives in Murfreesboro with his wife and three daughters.
Expertise
General retirement planning
Retirement income strategy
Income planning
Wealth management
Active portfolio management
Work history
Bank Of America, N.a.
2014 - Present (12 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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William S
Series 66
Smyrna, TN
Edward Jones
Aaron M
Series 66
Smyrna, TN
Edward Jones
Patrick S
Series 66
Murfreesboro, TN
Edward Jones
Todd M
CFP®, Series 66
Murfreesboro, TN
Edward Jones
Daniel J
CFP®, ChFC®, Series 66
Smyrna, TN
Edward Jones
Kevin S
Series 63, Series 66
Murfreesboro, TN
Edward Jones
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