Ryan James Trantum

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2019 → 11/2019
  Sycamore Academy
  Wildomar, CA
• 05/2019 → 09/2019
  Welk Resorts
  Escondido, CA
• 12/2017 → 05/2019
  Lake Elsinore Unified School District
  Lake Elsinore, CA
• 05/2018 → 04/2019
  Ponte Vineyard Inn
  Temecula, CA
• 04/2017 → 06/2017
  Outdoor Adventures By Boojum
  Temecula, CA
• 06/2016 → 01/2017
  Target
  Palm Desert, CA
• 06/2017 → 12/2017
  Unemployed
  Temecula, CA
• 02/2017 → 04/2017
  Unemployed
  Temecula, CA
• 11/2019 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 03/2020 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) AJT Wealth Consultants; DBA; Investment Related; 27710 Jefferson Ave, Suite 102, Temecula, CA 92590; Financial Advisor; Selling term life insurance; Start 11/27/2023; 20 hours/month during trading. (2) Toastmaster International, non-investment related, Public Speaking Club, President, 07/01/2022, 0 hours per month during trading hours. (3) BNI; Non-Profit Organization; Not investment Related; Vice President; Head of membership, club stats, and overall club management; Start 7/3/2023; 4 hr/mo during trading. (4) Young Valley Professionals; Not investment related; Networking Professional Development; 26790 Ynez Ct, Ste A, Temecula, CA 92591; Community Outreach Chair; Start 1/10/25; 6 hour/month during trading. (5) Outdoor Adventures by Boojum; Outdoor Education Program; Non-Profit; 43300 Business Park Dr, Ste A-106; Temecula, CA; Treasurer of the Board; Help advise on business operations, Reviewing balance sheet and loan documents to advice officers; Start 7/1/25; 4 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2020-03-05

Designations

• Certified Financial Planner