Penny Prewitt Jones
Investment adviser representative at Titleist Asset Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Titleist Asset Management, LLCJun 2025 to now
- Illumination Wealth ManagementFeb 2024 to Jun 2025
- Mchenry Capital, LLCSep 2016 to Jul 2020
- Pennyshield Financial, LLCSep 2015 to Feb 2024
- Texas A&m UniversitySep 2015 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Titleist Asset Management, LLC
$2.8BAssets managed
2,151Clients
43Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6710152
- Firm CRD
- 323567