Jay Lake is a CFP-designated registered investment advisor at Origin Investment Advisory LLC, based in Spokane, WA, with 18 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,776 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Origin Investment Advisory does not charge a management fee based on the value of your account for Automated Index Investing (AII) programs. However, the mutual funds and ETFs within the portfolios may have their own fees, such as sales loads, management fees, and operating expenses. Administrative and trading costs may also be imposed by DriveWealth, the firm's broker-dealer.
Location
Spokane, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jay is the owner of Twenty Twenty Investment Advisors, LLC since 2003. He dedicates nearly full-time hours to this role.
Employment History
Current Registrations
Origin Investment Advisory LLC
Twenty Twenty Investment Advisors, LLC
Previous Registrations
Petersen Hastings Investment Management INC
Wealth Asset Managers
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.