Jay R. Penney
Senior Wealth Advisor @Encompass More Asset Management
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WORK HISTORY
Senior Wealth Advisor @Encompass More Asset Management
Scottsdale, AZ, US
I advise high-net-worth Families, Professionals, Business Owners, and Qualified Retirement Plan Sponsors, focusing on clarifying each client’s unique priorities and coordinating my advisory team’s efforts with those of other key legal, tax, and risk professionals. I deliver holistic, customized wealth management solutions to meet the increasingly complex demands of the volatile capital markets.I’ve been in the financial services profession since 1983, and an investment fiduciary since 1992, doing fee-based work for clients and managing 401(k) plans for select business clients. I welcome referrals to qualified families ($2 million - plus in Household Assets) and 401(k) Plans ($2 million - plus in Plan Assets).
SKILLS
ABOUT JAY R. PENNEY
With more than 40 years as a financial services professional, I am honored to assist individual and business clients towards achieving their life and financial goals.I earned the CFP® (Certified Financial Planner™) designation in 1987 and was awarded the CFA® (Chartered Financial Analyst®) in 1992. I earned the AIF® (Accredited Investment Fiduciary®) designation in 2016 and hold Series 6, 7, 22, 24, 63, and 65 securities licenses with FINRA (Financial Industry Regulatory Authority).What I love most about my work is the incredible people I’ve had the privilege to get to know—people with complex, interesting life stories. I get to meet their children and grandchildren. The personal relationships that last for decades are the most satisfying part of what I do.Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Certain Advisory Persons, in their individual capacities are also registered representatives of Encompass More Investments, LLC, Member FINRA/SIPC. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.
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