Jason Scott Lacey
Investment adviser representative at Pjs Investment Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$852MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Pjs Investment ManagementJan 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (WI).
Pjs Investment Management
Legal name: P. J. Schmidt Investment Management, Inc
$852MAssets managed
474Clients
7Advisers
44 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5220076
- Firm CRD
- 104701