Jason Lacey
PJS Wealth Partners · Cedarburg, Wisconsin
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.
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Facts
| Firm | PJS Wealth Partners |
|---|---|
| Based in | Cedarburg, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $852.0M across 1,368 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 5220076 |
| Exams passed | Series 63 (2006) · Series 65 (2007) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | pjsinvestment.com |
How Jason's firm compares
- PJS Wealth Partners's average account is about $623,000, from its Form ADV (assets managed divided by 1,368 accounts).
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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