Allyson Jo Trantum

CFP

J. W. Cole Advisors, INC.

28 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

J. W. Cole Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

467 advisors

Number of Clients

29,614 clients

Average Client Portfolio

$243K average

Assets Under Management

$7.2B

Fee Structure

Minimum Investment:$100K

Financial Planning:Charged separately

Minimum Annual Fee:$280

Location

27710 Jefferson Avenue, Suite 102, Temecula, CA, 92591

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2021

Settled

Employment Separation After Allegations

February 2018

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Allyson is involved with fixed insurance and Allyson J Trantum CFP® Inc, dba AJT Wealth Consultants. She also serves as Finance Chair Board Member for Outdoor Adventures by Bojum and Treasurer for Rotary District 5330, dedicating minimal time to these non-investment related activities.