PJ
Penny P. Jones
TITLEIST ASSET MANAGEMENT
THE WOODLANDS, TX 77382
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CRD#: 6710152
PJ
Professional summary
Penny Prewitt Jones, CFP®, who also goes by Penny P. Jones, is a registered financial advisor currently at TITLEIST ASSET MANAGEMENT, LLC located in The Woodlands, Texas.
Penny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Penny has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Penny P. Jones
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) Prewitt Management; 11/2023; MAGNOLIA, TEXAS; VICE PRESIDENT/DIRECTOR; G.P. of a FAMILY LIMITED PARTNERSHIP, WAP, INC.; 0.5 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS 2.) VISION BASED PLANNING LLC, DBA FOR ADVISORY SERVICES, ASSOCIATE ADVISOR, SINCE 06/2025, INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Penny Prewitt Jones's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 12, 2025 - Present
TITLEIST ASSET MANAGEMENT, LLC
Office #1: 8111 Ashlane Way Suite 206, The Woodlands, TX 77382RIA
CRD#: 323567
THE WOODLANDS, TX
Past
April 4, 2024 - June 16, 2025
ILLUMINATION WEALTH MANAGEMENT
RIA
CRD#: 149576
Kilgore, TX
Past
October 31, 2016 - July 7, 2020
MCHENRY CAPITAL, L.L.C.
RIA
CRD#: 136594
LEAVENWORTH, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TITLEIST ASSET MANAGEMENT, LLC
BLUM AND WHITE WEALTH MANGEMENT, LLC | VISION BASED PLANNING, LLC | TITLEIST WEALTH MANAGEMENT, LLC | TITLEIST ASSET MANAGEMENT, LLC | R JUDD WEALTH MANAGEMENT, LLC | PARAGON PRIVATE WEALTH GROUP LLC | MOSAIC FINANCIAL ADVISERS, LLC | MAY CAPITAL, LLC | KEYSTONE WEALTH MANAGEMENT, LLC | HIGHPOINT WEALTH ADVISORS | ENSEMBLE FINANCIAL, INC. | CONCIERGE WEALTH | BRADY WEALTH MANAGEMENT
CRD#: 323567 / SEC#: 801-126953
RIA
Registered Investment Advisory firm - (11/25/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(9/12/2025)
Current Firm
TA
TITLEIST ASSET MANAGEMENT, LLC
BLUM AND WHITE WEALTH MANGEMENT, LLC | VISION BASED PLANNING, LLC | TITLEIST WEALTH MANAGEMENT, LLC | TITLEIST ASSET MANAGEMENT, LLC | R JUDD WEALTH MANAGEMENT, LLC | PARAGON PRIVATE WEALTH GROUP LLC | MOSAIC FINANCIAL ADVISERS, LLC | MAY CAPITAL, LLC | KEYSTONE WEALTH MANAGEMENT, LLC | HIGHPOINT WEALTH ADVISORS | ENSEMBLE FINANCIAL, INC. | CONCIERGE WEALTH | BRADY WEALTH MANAGEMENT
CRD#: 323567 / SEC#: 801-126953
RIA
Registered Investment Advisory firm - (11/25/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258
Mailing Address
Phone number
(210) 826-2424
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,813 |
| AUM (Assets Under Management) | $ 2,430,293,058 |
Red Flags
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Company Information
TITLEIST ASSET MANAGEMENT, LLC
CRD#: 323567The Woodlands, TX 77382TRUST BUT VERIFY
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