# James Travis Trimble jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/23662

## Record

- **Judge:** James Travis Trimble jr
- **Year:** 2010
- **Pages:** 12

## Text

Cal Fed. Emp. Credit Union (Savings Acct) — Interest
Capital One — Interest
Raintree Assoc, Ltd Partnership — None
U.S. Savings Bonds - Series EE — None
Exxon Corp. Stock — Int/Div
Equitable Life (S. Prem) — None
Barksdale Federal Credit Union — Interest
Fidelity Protfolio Advisory Service IRA — Distribution — CONTROL
LPL Strategic Asset Mgmt (IRA) — Distribution — CONTROL
LPL Strategic Asset Mgmt — Int/Div — Buy — CONTROL
Fidelity Asset Mgr-50% — Int/Div — Buy — CONTROL
As per my Financial Disclosure Report dated 3/31/2010 for 2009 the major portion of my assets

have been placed with Fidelity Portfolio Advisory Services and LPL Strategic Asset

Management. It is my sincere belief that these organizations qualify as “widely held investment

funds”. They purchase and sell for my account at will without any input whatsoever from me.

Their holdings vary widely in number and types of funds and/or companies. I exercise no

oversight regarding the purchase and sale of assets in any of these funds, but simply receive and

review the reports at various intervals.

As stated in my March 31, 2010 report, I was advised by the Financial Disclosure Office that it

would not be necessary to list each individual mutual fund and/or corporation, but would satisfy

reporting dictates by stating the value of the holding in each investment fund and income

received during the year from said fund. I further indicate that I have no control over how the

assets in the funds are managed and invested. To be more specific, not only do I not exercise

control, but I do not have the ability to exercise control over the financial interests held by the

above named funds.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/23662. Public record. Not legal advice.