Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Robert Penney is a financial advisor with over 35 years of experience in the industry. Jay is a Certified Financial Planner and Chartered Financial Analyst and is currently registered with Ashton Thomas Private Wealth. Jay has worked with a number of firms throughout their career including, Geneos Wealth Management, Inc., USF Securities, L.P., and Multi-Financial Securities Corporation. Jay specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, and retirement plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
AZ
08/12/2016 - Present
Ashton Thomas Private Wealth (SCOTTSDALE AZ)
AZ
08/13/2016 - 08/20/2018
PEACHCAP SECURITIES, INC. (Scottsdale AZ)
AZ
01/02/2009 - 08/16/2016
GENEOS WEALTH MANAGEMENT, INC. (SCOTTSDALE AZ)
AZ
12/15/2006 - 01/07/2009
USF SECURITIES, L.P. (SCOTTSDALE AZ)
AZ
03/31/2000 - 12/20/2006
MULTI-FINANCIAL SECURITIES CORPORATION (SCOTTSDALE AZ)
MD
10/27/1987 - 04/03/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
NA
09/03/1983 - 11/20/1987
CIGNA SECURITIES, INC.
IA
Issued 05/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/24/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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