Jay Lake has been an investment adviser representative at Twenty Twenty Investment Advisors,llc since July 2014, and is not listed among the firm’s executive officers or direct owners.
Twenty Twenty Investment Advisors,llc is a firm with $139M under management, 341 clients and 4 advisers across 5 offices, as of its July 2026 filing.
Jay Lake’s longest registration is the current one, 12 years at Twenty Twenty Investment Advisors,llc since 2014. Before joining Twenty Twenty Investment Advisors,llc in 2014, Jay Lake was registered through Petersen Hastings Investment Management Inc and Wealth Asset Managers.
- Origin Investment Advisory LLC– · 4 yearsSpokane, WA · Adviser representative · Firm CRD 305353
- – present · 12 yearsSpokane, WA · Adviser representative · Firm CRD 128086
- Petersen Hastings Investment Management Inc– · under a yearKennewick, WA · Adviser representative · Firm CRD 110952
- Wealth Asset Managers– · 5 yearsSpokane, WA · Adviser representative · Firm CRD 14377
Investment adviser representative registrations
Jay Lake is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from July 2014; the most recent is Colorado, in May 2020.
- ColoradoSince 8 May 2020
- IdahoSince 19 September 2019
- TexasResidentSince 5 April 2016
- WashingtonSince 30 July 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 June 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 July 1988 |
| Series 7 | General Securities Representative Examination | 18 June 1988 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jay Dee Lake
- CRD
- 1253117
- Firm
- Twenty Twenty Investment Advisors,llc · CRD 128086
- Office
- Spokane, WA
- Registration
- Investment adviser registration
- In the industry since
- February 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Jay Lake work?
Jay Lake is an investment adviser representative registered through Twenty Twenty Investment Advisors,llc since July 2014, and is not listed among the firm’s executive officers or direct owners.
Is Jay Lake a financial advisor?
Yes. Jay Lake has a current investment-adviser registration in Colorado, Idaho, Texas and Washington, through Twenty Twenty Investment Advisors,llc since July 2014.
How many years of experience does Jay Lake have?
Jay Lake has 18 years in the financial industry, since February 2008, across 4 adviser firms.
What exams has Jay Lake passed?
Jay Lake has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 1988.
Where did Jay Lake work before Twenty Twenty Investment Advisors,llc?
Before Twenty Twenty Investment Advisors,llc, Jay Lake was registered through Petersen Hastings Investment Management Inc, September 2002 to September 2003; Wealth Asset Managers, March 1997 to September 2002.
Where is Jay Lake based?
Jay Lake’s registered office is in Spokane, WA.
Is Jay Lake registered with FINRA?
No. Jay Lake has no current broker registration.
How can I verify Jay Lake’s record?
Search CRD 1253117 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jay Lake’s full registration record.
