Pjs Investment Management
Pjs Investment Management (CRD# 104701) is a financial advisory firm headquartered in Cedarburg, WI. They manage $720,326,130 in 1,260 accounts and serve the financial needs of clients across 10 states (or territories).
-
Total Assets Under Management720MILLION
-
Total Number of Accounts1,260ACCOUNTS
-
Average Account Value$571,687
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, GA, IL, IN, NY, TX, WA, WI
Joyce Bielefeld (CRD# 2941004) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 26 years of experience in the finance industry.
Scott Conger (CRD# 5923489) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 5 years of experience in the finance industry.
Jason Lacey (CRD# 5220076) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 17 years of experience in the finance industry.
Kelly Merten (CRD# 4783952) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 19 years of experience in the finance industry.
Patrick Sommerfield (CRD# 4576687) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 23 years of experience in the finance industry.
Kelsey Wagner (CRD# 7020885) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 4 years of experience in the finance industry.