Jay Kolar

last updated 4/5/2017

Jay Cfp Kolar

Portfolio Manager at Austin Asset Management Company

Location:
7200 N. Mopac Suite 315, Austin, Texas, United States
HQ Phone:
(512) 453-6622

General Information

Experience

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

Recent News  

Austin Asset Management Company

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

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Austin Asset Management Company

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.

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http://www.austinassetmanagement.com/team.php

Jay B. KolarJay B. KolarSenior Portfolio ManagerChief Compliance Officer

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