Jay R. Penney
CFP® Professional, CFA®, AIF®
Senior Wealth Advisor
Private wealth management for sophisticated, affluent individuals
Jay provides over forty years of financial and investing experience to his clients’ needs. His clients are sophisticated, and financially successful entrepreneurs, professionals, and retirees, many of whom have worked with Jay for well over three decades. He also manages the firm’s 401(k) Plan Fiduciary Services offering. Prospective clients can inquire as to available space in Jay’s practice by calling his office and making an appointment.
Solutions for Your Ideal Financial Life
Asset Management
Wealth Planning
Retirement Plans
Estate and Trust Solutions
Tax Services
Institutional Asset Management
Trust, family office, and banking solutions provided by third party entities not affiliated with Ashton Thomas Private Wealth, LLC. Tax services provided by Ashton Thomas Tax Advisory. Insurance products provided by Ashton Thomas Insurance Agency, LLC.
Jay R. Penney
CFP® Professional, CFA®, AIF®
Senior Wealth Advisor
