Jon Lacey, CFP®

Client Associate LinkedIn

About

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.

B.A. in Religion, Wesleyan University
Certificate in Social Sector Leadership, University of California, Berkeley
Personal Financial Planning Program, University of California, Berkeley

Certified Financial Planner™
Chartered Market Technician
Past president and current member of the San Francisco Security Traders Association
Member of the Market Technician’s Association

Client Service

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