Jay Penney Email & Phone Number
Senior Wealth Advisor @ Encompass More Group
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Jay Penney Location
- Scottsdale, AZ, US
Jay Penney Work
- 2025 - now Senior Wealth Advisor @
- 2022 - 2025 Senior Wealth Advisor @
- 2016 - 2022 Chief Investment Strategist @
- 2000 - 2016 President @ Jay R. Penney, LLC
- 2007 - 2008 Financial Adviser @ U.S. Fiduciary
- 1987 - 2000 Account Manager @ The Acacia Group
- 1983 - 1987 Account Manager @ CIGNA Individual Financial Services Company
Jay Penney Education
- University of Massachusetts Amherst 1975 - 1978
- Belmont High School 1971 - 1974
Jay Penney Skills
- Wealth Management
- Securities
- LLC
- Retirement Planning
- Estate Planning
- Retirement
- Fixed Annuities
- IRAs
- Investment Advisory
- Long-term Care
- Wealth
- 401k
- Strategic Financial Planning
- Asset Allocation
- Investments
- Long Term Care
Jay Penney Summary
- Jay Penney, based in Scottsdale, AZ, US, is currently a Senior Wealth Advisor at Encompass More Group. Jay Penney brings experience from previous roles at Ashton Thomas Private Wealth, Jay R. Penney, LLC and U.S. Fiduciary. Jay Penney holds a 1975 - 1978 University of Massachusetts Amherst. With a robust skill set that includes Wealth Management, Securities, LLC, Retirement Planning, Estate Planning and more. Jay Penney has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Encompass More Group Employees
Lisa Gallo
Financial Advisor, CFP
California, United States
Brad Burr
Wealth Advisor, CFP®
Scottsdale, AZ, US
Joe Mougette
Financial Advisor
Naperville, IL, US
Joseph Barbour
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Jon Galvez
Registered Representative
Hermosa Beach, CA, US
Catherine Anderson
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Palmyra, PA, US
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