Jason Lacey

CFA®, CFP®

PJS Investment Management

Portfolio Manager | Financial Planner

Jason Lacey

CFA®, CFP®

PJS Investment Management

Portfolio Manager | Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jason Lacey, CFA®, CFP®

(262) 377-0484

Fee-Only financial planner located in Cedarburg, WI, serving clients locally and across the country

Jason Lacey is a Cedarburg, WI fee-only financial planner. PJS Investment Management provides comprehensive and objective financial planning and investment management to help middle income and high net-worth indiviuals, families and medical professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jason Lacey is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

As a CERTIFIED FINANCIAL PLANNER™ professional, portfolio manager, and investment committee member, Jason Lacey is responsible for leading the financial planning process and business development at PJS Investment Management. Jason assists in developing detailed wealth plans, constructing portfolios, investment research, and turning behavioral finance concepts into actionable solutions and strategies. He has been in the financial services industry since 2006 and with over 16 years’ experience in the financial industry and 9 years’ experience as an educator, Jason brings an informed and unique approach to PJS Investment Management and their clients.

Jason is married and lives in Elm Grove, WI, with his wife and their two children. In his spare time enjoys spending time with his family, travel, golf, and the outdoors. 

Credentials, Memberships & Associations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA) Charterholder
  • NAPFA-Registered Financial Advisor
  • Financial Planning Association (FPA) member
  • Milwaukee Estate Planning Forum (MEPF) member

Education

  • M.S. with Finance Analysis emphasis, University of Wisconsin – Milwaukee
  • M.Ed., Indiana Wesleyan University
  • B.A. Education, Olivet Nazarene University

Jason Lacey is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

PURPOSE DRIVEN WEALTH MANAGEMENT

Imagine your finances as a jigsaw puzzle. Even if you have all the pieces, you may struggle piecing them together. At PJS Investment Management, we work together to help organize and address your entire financial landscape, build tailored investment portfolios, and continually monitor your progress toward your goals.

Our focus is on helping you make financial decisions in the right order to move you to your desired destination.

Our mission is to help clients feel comfortable and confident with the financial decisions they make in connection with their life goals. We help investors and families achieve their financial goals by building customized investment portfolios and delivering wealth management solutions. While upholding the highest ethical standards, we are committed to putting our clients’ needs first, delivering effective communication, and dependable results.

With a focus on simplicity, transparency, and personal attention, we work as a unified team in order to analyze the needs and circumstances of each client. We are honored to work with second- and third-generation clients who appreciate our focus on risk control, competitive returns, and advisor accessibility.

Our management team is comprised of experienced investment professionals including; Chartered Financial Analyst (CFA) charterholder, Certified Financial Planner™ (CFP®) professional, Investment Adviser Certified Compliance Professional (IACCP®), Certified Investment Management Analyst (CIMA®), and Accredited Asset Management Specialist (AAMS®)

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jason Lacey is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jason Lacey is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CFA Institute
    Jason Lacey is a Member of the CFA Institute

    The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.

  • Financial Planning Association
    Jason Lacey is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Jason Lacey

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Office Locations:

  • W62N570 Washington Ave
    Cedarburg, WI 53012

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