Jay Lamar | Financial Advisor | Waukesha, WI | U.S. Bancorp Wealth Management

Jay Lamar

CFP®
Wealth Management Advisor
U.S. Bancorp Investments

262.650.2118

Primary Office
101 E. Sunset Drive
Waukesha, WI 53189

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About me

It is my pleasure to serve the financial needs of people in the Muskego, Waukesha and Lake Country communities. I started in the financial services industry in 1995 and became a Wealth Management Advisor in 2009. I hold a Bachelor of Science degree in finance from Northern Illinois University in Dekalb, Illinois.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I enjoy golfing, hiking and spending time with my family.

Area of focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.