Jeremy Cole- Registered Representative

Jeremy Cole- Registered Representative

Registered Representative

Phone: 805-676-1110 ext.302
Fax: 805-676-1156
E-mail:


Jeremy Cole is a Registered Representative and Sales and Executive for the firm.  He contributes his talent to asset allocation modeling, investment research, business processing, IT, compliance and customer service. 

Jeremy has been with the firm since 2007 and sat for the December 2011 Level 1 exam in the CFA® Program.

  • Holds series 7, 63 and 66 registrations.
  • Holds health and life insurance license. CA Ins. Lic#0H21323

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