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Advisor

Jay Lake

Twenty Twenty Investment Advisors · Spokane, Washington

Jay Lake is a fee-only financial advisor at Twenty Twenty Investment Advisors in Spokane, Washington. Twenty Twenty Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only

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Facts

FirmTwenty Twenty Investment Advisors
Based in Spokane, Washington
Fee model (firm's Form ADV)Percentage of assets · Hourly
Assets under management$139.0M across 564 accounts
SEC registration Investment adviser representative in CO, ID, TX, WA · CRD 1253117
Exams passedSeries 63 (1988) · Series 65 (1993)
Firm size6 employees
Disclosures None reported
Websitecannabis401k.com
LinkedInProfile

How Jay's firm compares

  • Twenty Twenty Investment Advisors's average account is about $246,000, from its Form ADV (assets managed divided by 564 accounts).

What fee-only advisors charge in Washington

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Questions about Jay

Is Jay Lake a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and Twenty Twenty Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Jay charge for financial advice?

Jay's firm, Twenty Twenty Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Jay Lake based?

Jay Lake is based in Spokane, Washington.

Is Jay Lake registered with the SEC?

Yes. Jay Lake is registered as an investment adviser representative in CO, ID, TX and WA (CRD 1253117), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Twenty Twenty Investment Advisors manage?

Twenty Twenty Investment Advisors reports $139.0M across 564 accounts in assets under management.

How do I contact Jay Lake?

Through Jay's website, cannabis401k.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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