John Lacey Location
San Diego, CA, US
John Lacey Work
- 2026 - now Private Wealth Advisor @ Pacific Point Wealth Management
- 2023 - now Financial Advisor @ Osaic
- 2023 - 2026 Financial Advisor @ Osaic
- 2019 - 2023 Financial Advisor @ Edward Jones
- 2013 - 2018 Managing Director, DCIO Channel @ Manulife John Hancock Investments and Retirement
- 2007 - 2013 Director, Investment Specialist Group @ MFS Investment Management
- 2004 - 2007 Regional Pension Consultant @ Nationwide Financial
- 2000 - 2003 Regional Pension Specialist @ Morgan Stanley
John Lacey Education
- California State University, Fullerton
Bachelor of Arts (Communications)
1978 - 1982 - College for Financial Planning
John Lacey Skills
- Investments
- Financial Advisory
- Pensions
- Defined Contribution
- Finance
- Sales
- 401k
- Mutual Funds
- Series 63
- Series 7
John Lacey Summary
John Lacey, based in San Diego, CA, US, is currently a Private Wealth Advisor at Pacific Point Wealth Management. John Lacey brings experience from previous roles at Osaic, Edward Jones and John Hancock Investment Management. John Lacey holds a 1978 - 1982 Bachelor of Arts in Communications @ California State University, Fullerton. With a robust skill set that includes Investments, Financial Advisory, Pensions, Defined Contribution, Finance and more. John Lacey has 1 emails and 3 mobile phone numbers on RocketReach.
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John Lacey
Private Wealth Advisor at Pacific Point Wealth Management
San Diego, CA, US15+ -
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Top Pacific Point Wealth Management Employees
-
John Lacey
Private Wealth Advisor at Pacific Point Wealth Management
San Diego, CA, US15+
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