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This profile was last updated on 4/5/2017 and contains contributions from the  Zoominfo Community.

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Wrong Jay Kolar?

Jay Cfp Kolar

Portfolio Manager

Austin Asset Management Company

HQ Phone:  (512) 453-6622

Email: j***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Austin Asset Management Company

7200 N. Mopac Suite 315

Austin, Texas,78731

United States

Company Description

Austin Asset is about earning relationships. We are a trusted advisor to a select number of high net worth families and non-profits. Our clients receive a privileged level of service and access that is separate and unique from market performance. With every en...more

Background Information

Employment History

Lead Certified Financial Planner

Valentine Ventures , LLC


Investment Consultant

CHOICE Investments Inc


Affiliations

National Association of Personal Financial Advisors

Member


Education

Bachelors of Business Administration degree

Finance

University of Texas at Austin


Web References(14 Total References)


Austin Asset Management Company

www.austinassetmanagement.com [cached]

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


Austin Asset Management Company

www.austinassetmanagement.com [cached]

Jay B. Kolar
Austin Asset Management Company Jay B. Kolar 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.


www.austinassetmanagement.com

Jay B. KolarJay B. KolarSenior Portfolio ManagerChief Compliance Officer


www.austinassetmanagement.com

Jay B. KolarAustin Asset Management CompanyJay B. KolarJay B. KolarJay 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.


www.austinassetmanagement.com

Jay B. Kolar


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