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