Jason Lacey
Executive Vice President | Portfolio Manager | Financial Planner at PJS Investment Management | Milwaukee, Wisconsin, United States
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As the Executive Vice President, Portfolio Manager, and Financial Planner at PJS Investment Management, Jason Lacey leverages his extensive background in education and finance to guide clients through the complexities of their financial journeys. With a keen understanding of the unique challenges that arise during pivotal life transitions, Jason excels in providing tailored investment strategies that align with each client's values and long-term goals. His approach is rooted in building trust and fostering comprehensive relationships, ensuring that clients feel supported and informed throughout the financial planning process.
At PJS Investment Management, Jason leads key projects that focus on developing and implementing customized investment strategies, emphasizing the importance of cash-flow management and retirement planning. His expertise in portfolio management allows him to navigate the intricacies of asset allocation, ensuring that clients' investments are positioned for growth while managing risk effectively. Jason's commitment to interdisciplinary collaboration enables him to work seamlessly with other financial professionals, enhancing the overall advisory experience for his clients.
In an industry where financial landscapes are constantly evolving, Jason remains dedicated to staying ahead of trends and market dynamics. His strategic financial planning skills empower clients to make informed decisions that reflect their aspirations and lifestyle choices. By combining his professional insights with personal experiences as a family man, Jason provides a unique perspective that resonates with clients seeking clarity and direction in their financial lives. Ultimately, his mission is to empower individuals and families to achieve financial independence and peace of mind through thoughtful, well-structured investment management.
Executive Vice President | Portfolio Manager | Financial Planner at PJS Investment Management in January 2014 to Present
Founder/Portfolio Manager/Financial Planner at Lewis Lacey Capital Management in August 2009 to December 2013
Adjunct Instructor at Lakeland College in August 2013 to November 2013
Tax Professional at H&R Block in January 2009 to April 2010
Investment Advisor at Financial Resource Services (FRS) in September 2006 to February 2009
Teacher at Avon Community School Corporation in August 1998 to August 2006
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Multi-disciplinary collaboration
Interdisciplinary Collaboration
Investments
Portfolio Management
Retirement Planning
Financial Advisory
Strategic Financial Planning
Retirement
Investment Strategies
Asset Management
Financial Planning
Risk Management
Finance
Investment Management
Insurance
Investment Advisory
Financial Analysis
Cash Flow
Estate Planning
Tax Preparation
Tax
Wealth Management
Wealth Management Services
Holistic Financial Planning
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Discover more about PJS Investment ManagementWhat is Jason Lacey email address?
Email Jason Lacey at [email protected] and [email protected]. This email is the most updated Jason Lacey email found in 2026.
What is Jason Lacey phone number?
Jason Lacey phone number is +18152720401 and +14147085383.
How to contact Jason Lacey?
To contact Jason Lacey send an email to [email protected] or [email protected]. If you want to call Jason Lacey try calling on +18152720401 and +14147085383.
What is Jason Lacey net worth?
Jason Lacey has an estimated net worth of $150,000 to $249,999
What company does Jason Lacey work for?
Jason Lacey works for PJS Investment Management
What is Jason Lacey's role at PJS Investment Management?
Jason Lacey is Executive Vice President | Portfolio Manager | Financial Planner
What industry does Jason Lacey work in?
Jason Lacey works in the Investment Management industry.
Jason Lacey Email Addresses
Jason Lacey Phone Numbers
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