Jon Lacey, CFP®

Client Associate

Jon works on the Client Service Team at B|O|S.

Prior to joining B|O|S, Jon worked as an Equity Trader at ClearBridge Investments and JPMorgan.

Jon lives in Marin County with his family.

Education

BA in Religion, Wesleyan University
Certificate in Social Sector Leadership, University of California, Berkeley
Certificate in Personal Financial Planning, University of California, Berkeley, Extension

Highlights

Jon Lacey is is a CERTIFIED FINANCIAL PLANNER™ professional
Jon is a Chartered Market Technician
Past President of San Francisco Security Traders Association
Member of the Market Technician’s Association
Member of the San Francisco Security Traders Association

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