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This profile was last updated on 3/24/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Jay B. Kolar

Wrong Jay B. Kolar?

Lead Certified Financial Planner

Phone: (541) ***-****  HQ Phone
Email: j***@***.com
Valentine Ventures , LLC
550 SW Industrial Way Building Two, Suite 201
Bend, Oregon 97702
United States

Company Description: Valentine Ventures, LLC (VVLLC) is a Wealth Management firm based in Bend, Oregon. A Registered Investment Advisory founded in 1997 by William L. Valentine IV, CFA...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • Bachelors of Business Administration degree , finance
    University of Texas at Austin
14 Total References
Web References
The Team
www.valentineventures.com, 24 Mar 2014 [cached]
Jay Kolar, CFP® ~ Financial Planning
Jay is our lead Certified Financial Planner, and has over twenty years experience in the financial services profession. He joined Valentine Ventures after a long stint with a fee-only financial planning firm in Austin, Texas. Prior to his tenure with the financial planning firm, he spent most of the prior decade on the brokerage side of the investment community. The CFP® Board of Standards issued his license in January of 2003. Jay is also registered with the Financial Planning Association. He graduated from the University of Texas at Austin where he received a Bachelors of Business Administration degree in finance.
Jay enjoys spending time with his two sons and experiencing the outdoor activities available in Central Oregon.
Austin Asset Management Company
www.austinassetmanagement.com, 26 Nov 2009 [cached]
Jay B. Kolar Austin Asset Management Company
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Jay B. Kolar
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Jay B. Kolar Senior Portfolio Manager, Chief Compliance Officer CERTIFIED FINANCIAL PLANNER™ Practitioner
Jay Kolar, a CFP® Practitioner acts as the Senior Portfolio Manager and Chief Compliance Officer for Austin Asset Management Company.
Mr. Kolar's desire to provide efficient portfolio management from a fee-only comprehensive financial planning prospective attracted him to Austin Asset Management Company in April of 2002. The CFP® Board of Standards issued his license in January of 2003. Prior to joining Austin Asset Management, Jay spent most of the prior decade on the brokerage side of the investment community where he gained valuable investment experience.
Jay graduated from the University of Texas at Austin in 1990 where he received a Bachelors of Business Administration degree in Finance. His education included coursework in Advanced Portfolio Management and Investment Analysis as well as Investment Theory and Application.
Mr. Kolar is a member of the National Association of Personal Financial Advisors (NAPFA) and has had the opportunity to speak at their Advanced Planners Conference on the topic of structured portfolio management.
Jay B. KolarAustin ...
www.austinassetmanagement.com, 28 Mar 2007 [cached]
Jay B. KolarAustin Asset Management Company
...
Jay B. Kolar
...
Jay B. Kolar
...
Jay B. KolarSenior Portfolio Manager, Chief Compliance OfficerCERTIFIED FINANCIAL PLANNERÔ Practitioner
Jay Kolar, a CFP® Practitioner acts as the Senior Portfolio Manager and Chief Compliance Officer for Austin Asset Management Company.As Chair of the Investment Policy Committee, Jay helps develop the firm's investment philosophy and strategic asset allocation.
Mr. Kolar's desire to provide efficient portfolio management from a fee-only comprehensive financial planning prospective attracted him to Austin Asset Management Company in April of 2002.He fulfilled the educational requirement by completing the College for Financial Planning's five exams and passed the CFP® Board exam in November 2002.The CFP® Board of Standards issued his license in January of 2003.Prior to joining Austin Asset Management, Jay spent most of the prior decade on the brokerage side of the investment community where he gained valuable investment experience.
Jay graduated from the University of Texas at Austin in 1990 where he received a Bachelors of Business Administration degree in Finance.His education included coursework in Advanced Portfolio Management and Investment Analysis as well as Investment Theory and Application.
Mr. Kolar is a member of the National Association of Personal Financial Advisors (NAPFA) and has had the opportunity to speak at their Advanced Planners Conference on the topic of structured portfolio management.
Jay is married to Vanessa and has two boys.He enjoys spending most of his time being a husband and dad.He is the current President of his local water supply corporation and a former President of his Property Owners Association.
WhatsNew
www.valentineventures.com [cached]
Valentine Ventures welcomes Jay Kolar, CFP
11/30/2009 12:00:00 AM Valentine Ventures welcomes Jay Kolar, CFP. Jay will oversee Financial Planning and Client Services for the firm
Valentine Ventures welcomes Jay Kolar, CFP
www.valentineventures.com, 30 Nov 2009 [cached]
Valentine Ventures welcomes Jay Kolar, CFP Valentine Ventures welcomes Jay Kolar, CFP Valentine Ventures, LLC
...
Valentine Ventures welcomes Jay Kolar, CFP
11/30/2009 12:00:00 AM
Jay becomes the lead Planner, and has over twenty years experience in the financial services profession. He joins Valentine Ventures after a long stint with a fee-only financial planning firm in Austin, Texas. Prior to his tenure with the financial planning firm, he spent most of the prior decade on the brokerage side of the investment community. Jay graduated from the University of Texas at Austin in 1990 where he received a Bachelors of Business Administration degree in Finance. The CFP® Board of Standards issued his license in January of 2003. Jay is also a member of the National Association of Personal Financial Advisors (NAPFA).
Jay enjoys mountain biking and camping with his family. He and his wife Vanessa live in Bend and are raising two sons.
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