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James L
Series 63, Series 65
Koloa, HI
Wells Fargo Advisors
James Lacey Jr. is a financial advisor with Wells Fargo Advisors and holds the Series 63 and Series 65 credentials. He has 27 years of industry experience, including six years with Morgan Stanley Private Bank before joining Wells Fargo Advisors in 2024. He is the owner of OMAO WM LLC, a financial practice based in Walnut Creek, CA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including cash-flow, retirement, education, and specialized areas such as business-owner transition and special-needs planning. The firm uses proprietary research, planning tools, and simulation models to develop tailored client recommendations.
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