![Jay Dee Lake](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jay Dee Lake
Fondateur chez
Twenty Twenty Investment Advisors LLC
Profil
Mr. Jay D.
Lake is a Founder at Twenty Twenty Investment Advisors LLC.
He has over 30 years of experience in the investment industry.
Mr. Lake has over 10 years as an Independent Registered Investment Advisor, 5 years with a leading Wall Street Brokerage Firm and 4 years in the legal review department with Oppenheimer Mutual funds Shareholder Services, Inc.
He graduated from the University of Denver with degrees covering economics and political science.
He has completed the Advanced Estate Planning course from the College for Financial Planning Masters Degree Program.
Postes actifs de Jay Dee Lake
| Sociétés | Poste | Début |
|---|---|---|
Twenty Twenty Investment Advisors LLC
 Twenty Twenty Investment Advisors LLC Investment ManagersFinance 2020ia develops an individualized investment policy statement or reviews and updates an existing plan, which provides the clients with recommendations for specific investment strategies in addition to ongoing investment management services. Investment strategies are generally long-term. Investment advice will focus on no-load mutual funds, but depending on the needs of the client, may include other investment vehicles. The emphasis will be placed on optimizing performance at the portfolio level while attempting to control risk through broad global diversification and modern portfolio theory techniques. Portfolio options vary from aggressive to conservative depending on the allocation or combination of stocks, bonds, and cash holdings. | Fondateur | 01/11/2003 |
Anciens postes connus de Jay Dee Lake
| Sociétés | Poste | Fin |
|---|---|---|
Nelson Securities, Inc.
 Nelson Securities, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/10/2003 |
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | - |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Corporate Officer/Principal | 31/12/1986 |
Formation de Jay Dee Lake
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Finance |
Nelson Securities, Inc.
Nelson Securities, Inc. Investment ManagersFinance Provides investment advice | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
Twenty Twenty Investment Advisors LLC
Twenty Twenty Investment Advisors LLC Investment ManagersFinance 2020ia develops an individualized investment policy statement or reviews and updates an existing plan, which provides the clients with recommendations for specific investment strategies in addition to ongoing investment management services. Investment strategies are generally long-term. Investment advice will focus on no-load mutual funds, but depending on the needs of the client, may include other investment vehicles. The emphasis will be placed on optimizing performance at the portfolio level while attempting to control risk through broad global diversification and modern portfolio theory techniques. Portfolio options vary from aggressive to conservative depending on the allocation or combination of stocks, bonds, and cash holdings. | Finance |
University of Denver
 University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
