Adviser and broker representative · J. W. Cole Advisors, Inc.
Allyson J. Trantum
CRD 2896970 · Temecula, CA
At a glance
Allyson J. Trantum is an investment adviser representative with J. W. Cole Advisors, Inc. in Temecula, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Allyson’s SEC record dates to 2006, about 20 years ago. Allyson is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- J. W. Cole Advisors, Inc.Since February 2018Temecula, CA · $8.2B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Allyson’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.