Jay Penney Email & Phone Number
Senior Wealth Advisor @ Encompass More Group
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Jay Penney Location
- Scottsdale, AZ, US
Jay Penney Work
- Senior Wealth Advisor @ (August 2025 - Present)
- Senior Wealth Advisor @ (December 2022 - August 2025)
- Chief Investment Strategist @ (September 2016 - December 2022)
- President @ Jay R. Penney, LLC (April 2000 - September 2016)
- Financial Adviser @ U.S. Fiduciary (January 2007 - January 2008)
- Account Manager @ The Acacia Group (January 1987 - January 2000)
- Account Manager @ CIGNA Individual Financial Services Company (June 1983 - October 1987)
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 1 emails and 1 mobile phone numbers on RocketReach.
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