# Jason Lacey

> Jason Lacey is a fee-only financial advisor at PJS Wealth Partners in Cedarburg, Wisconsin, who holds the CFP credential. PJS Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-lacey/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** PJS Wealth Partners
- **Based in:** Cedarburg, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $852.0M across 1,368 accounts
- **Credentials:** CFP
- **CRD:** 5220076 (https://adviserinfo.sec.gov/individual/summary/5220076)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 63 (2006), Series 65 (2007)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://pjsinvestment.com

## Frequently asked questions

### Is Jason Lacey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and PJS Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason's firm, PJS Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jason Lacey based?

Jason Lacey is based in Cedarburg, Wisconsin.

### What credentials does Jason Lacey hold?

Jason Lacey holds the CFP credential.

### Is Jason Lacey registered with the SEC?

Yes. Jason Lacey is registered as an investment adviser representative in WI (CRD 5220076), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does PJS Wealth Partners manage?

PJS Wealth Partners reports $852.0M across 1,368 accounts in assets under management.

### How do I contact Jason Lacey?

Through Jason's website, pjsinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5220076): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.