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 Twenty Twenty Investment Advisors LLC (2020ia) is an independent investment advisor headquartered in Spokane, Washington. The firm was founded by Jay Lake in 2003 as Jay Lake Investment Management. 2020ia provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and trust programs. | Fondateur | 01/11/2003 |
Anciens postes connus de Jay Dee Lake
| Sociétés | Poste | Fin |
|---|---|---|
Nelson Securities, Inc.
 Nelson Securities, Inc. Investment ManagersFinance Nelson Securities, Inc. is a financial services company that was founded in 1983 and is headquartered in the Pacific Northwest, with a branch office in CA. The private company is based in Spokane, WA, and has been serving clients across the country for more than three decades. The company is committed to helping clients improve their long-term financial success by creating tailored strategies based on their needs and goals. The experienced team of professionals at Nelson Securities explains the "whys" behind the planning process and helps clients gain clarity and confidence to pursue their long-term goals. | Corporate Officer/Principal | 31/10/2003 |
| PaineWebber, Inc. | Corporate Officer/Principal | - |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Corporate Officer/Principal | 31/12/1986 |
Formation de Jay Dee Lake
| University of Denver | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
Nelson Securities, Inc.
Nelson Securities, Inc. Investment ManagersFinance Nelson Securities, Inc. is a financial services company that was founded in 1983 and is headquartered in the Pacific Northwest, with a branch office in CA. The private company is based in Spokane, WA, and has been serving clients across the country for more than three decades. The company is committed to helping clients improve their long-term financial success by creating tailored strategies based on their needs and goals. The experienced team of professionals at Nelson Securities explains the "whys" behind the planning process and helps clients gain clarity and confidence to pursue their long-term goals. | Finance |
| PaineWebber, Inc. | Finance |
Twenty Twenty Investment Advisors LLC
Twenty Twenty Investment Advisors LLC Investment ManagersFinance Twenty Twenty Investment Advisors LLC (2020ia) is an independent investment advisor headquartered in Spokane, Washington. The firm was founded by Jay Lake in 2003 as Jay Lake Investment Management. 2020ia provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and trust programs. | Finance |