Jay Dee Lake
Founder at Twenty Twenty Investment Advisors LLC
Jay Dee Lake active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Founder | 2003-10-31 | - |
Chief Investment Officer | 2003-10-31 | - | |
Portfolio Manager-Equities | 2003-10-31 | - | |
Chief Executive Officer | 2003-10-31 | - |
Career history of Jay Dee Lake
Former positions of Jay Dee Lake
Companies | Position | Start | End |
---|---|---|---|
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 | 2003-10-30 | 2003-10-30 |
PaineWebber, Inc. | Corporate Officer/Principal | 1987-12-31 | - |
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 | 1986-12-30 | 1986-12-30 |
Training of Jay Dee Lake
University of Denver | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 3 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |
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