Jason S. Lacey,  CFP<sup>&reg;</sup> - Financial Advisor

Jason S. Lacey, CFP®

CFA,

Executive Vice President

PJS Investment Management

PO Box 148
Cedarburg, WI 53012
FINANCIAL ADVISOR'S WEBSITE
(262) 377-0484

General

Jason Lacey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at PJS Investment Management in Cedarburg, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Chartered Financial Consultant (ChFC®)

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Getting Divorced, Employee Benefits, Government & Military, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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