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

Jason S. Lacey, CFP®

Portfolio Manager and Certified Financial Planner™

PJS Investment Management

PO Box 148
Cedarburg, WI 53012
(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®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


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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