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JB

Joyce C. Bielefeld

PJS INVESTMENT MANAGEMENT
CEDARBURG, WI 53012
Some features on this profile are disabled
CRD#: 2941004
JB

Professional summary

Joyce Carol Bielefeld, who also goes by Joyce Carol Fleischer, is a registered financial advisor currently at PJS INVESTMENT MANAGEMENT located in Cedarburg, Wisconsin.

Joyce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Joyce has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joyce Carol Fleischer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joyce Carol Bielefeld's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 23, 2015 - Present

PJS INVESTMENT MANAGEMENT

Office #1: W62 N570 Washington Avenue, Cedarburg, WI 53012
RIA
CRD#: 104701
CEDARBURG, WI
Past

June 1, 2005 - September 30, 2015

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
WAUKESHA, WI
Past

June 1, 2005 - September 30, 2015

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
WAUKESHA, WI
Past

June 18, 2004 - June 18, 2004

MONY SECURITIES CORPORATION

RIA
CRD#: 4386
WAUKESHA, WI
Past

June 15, 2004 - June 1, 2005

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

April 19, 2002 - February 27, 2004

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
GREENDALE, WI
Past

April 12, 2002 - February 26, 2004

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

October 6, 1997 - April 15, 2002

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PJS INVESTMENT MANAGEMENT
PJS INVESTMENT MANAGEMENT
P. J. SCHMIDT INVESTMENT MANAGEMENT, INC | PJS INVESTMENT MANAGEMENT

CRD#: 104701 / SEC#: 801-16815

RIA
Registered Investment Advisory firm - (1/20/1982 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(9/23/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/25/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/17/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/30/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/16/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/2/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PJS INVESTMENT MANAGEMENT
PJS INVESTMENT MANAGEMENT
P. J. SCHMIDT INVESTMENT MANAGEMENT, INC | PJS INVESTMENT MANAGEMENT

CRD#: 104701 / SEC#: 801-16815

RIA
Registered Investment Advisory firm - (1/20/1982 Approved)
PREMIUM
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Contact information

Main Address
W62n570 Washington Avenue, Cedarburg, WI 53012
Mailing Address
Po Box 148, Cedarburg, WI 53012
Phone number
(262) 377-0484
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PJS INVESTMENT ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,320
AUM (Assets Under Management)$ 787,269,029

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/12/2025
Cover Page
Report
06/25/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PJS INVESTMENT MANAGEMENT

PJS INVESTMENT MANAGEMENT

CRD#: 104701Cedarburg, WI 53012

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