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2012-12-19T00:00:00.000Z

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Wrong Jay Kolar?

Mr. Jay Kolar B.

Senior Portfolio Manager, Chief Compliance Officer, CERTIFIED FINANCIAL PLANNER Practitioner

Austin Asset Management Company

HQ Phone: (512) 453-6622

Austin Asset Management Company

7200 N. Mopac Suite 315

Austin, Texas 78731

United States

Company Description

Austin Asset Management Company is a financial planning and investment advisory firm that helps clients reach and sustain their long-term financial goals. Ranked by Worth magazine and Bloomberg Wealth Manager as one of the nation's top financial advisers, ... more

Find other employees at this company (26)

Background Information

Employment History

Member
National Association of Personal Financial Advisors

Lead Certified Financial Planner
Valentine Ventures , LLC

President
Property Owners Association

Investment Consultant
CHOICE Investments Inc

Education

Bachelors of Business Administration degree
Finance
University of Texas at Austin

Web References (19 Total References)


Austin Asset Management Company

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Jay B. Kolar

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Jay B. Kolar Senior Portfolio Manager Chief Compliance Officer


Austin Asset Management Company

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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. ...

www.austinassetmanagement.com [cached]

Jay B. Kolar

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Jay B. KolarSenior Portfolio ManagerChief Compliance Officer


Jay B. ...

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Jay B. Kolar

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Jay B. KolarSenior Portfolio ManagerChief Compliance Officer


Jay B. KolarAustin ...

www.austinassetmanagement.com [cached]

Jay B. KolarAustin Asset Management Company

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Jay B. Kolar
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Jay B. Kolar
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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.

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