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2014-03-24T00:00:00.000Z

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Wrong Jay Kolar?

Mr. Jay Cfp Kolar

Lead Certified Financial Planner

Valentine Ventures , LLC

HQ Phone: (541) 389-4148

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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 , VVLLC provides fee-based comprehensive Wealth Management and planning to affluent investo ... more

Find other employees at this company (5)

Background Information

Employment History

Portfolio Manager

Austin Asset Management Company

Investment Consultant

CHOICE Investments Inc

Affiliations

Member
National Association of Personal Financial Advisors

Education

Bachelors of Business Administration degree

Finance

University of Texas at Austin

Web References (19 Total References)


The Team

www.valentineventures.com [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.


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, LLC

www.valentineventures.com [cached]

11/30/2009 12:00:00 AMValentine Ventures welcomes Jay Kolar, CFP 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 [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.


Austin Asset Management Company

www.austinassetmanagement.com [cached]

Jay B. Kolar

...
Jay B. Kolar Senior Portfolio Manager Chief Compliance Officer

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