“Jay was very Client focused and extremely responsive to his Clients needs.”
About
Throughout my career I've taken the road less traveled and have a diverse set of industry…
Activity
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Happy new year everyone! After an amazing 17 years at Apple, I’ve decided it’s time for something new. I’m happy to announce that I’ll be joining the…
Happy new year everyone! After an amazing 17 years at Apple, I’ve decided it’s time for something new. I’m happy to announce that I’ll be joining the…
Liked by Jay W. Penn
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Every year at this time I reflect back on my why. You can't truly appreciate success, unless you know WHY you decided to go down that road in the…
Every year at this time I reflect back on my why. You can't truly appreciate success, unless you know WHY you decided to go down that road in the…
Liked by Jay W. Penn
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August 8, 1982. A line drive foul ball hits a four year old boy in the head at Fenway. Jim Rice, realizing in a flash that it would take EMTs too…
August 8, 1982. A line drive foul ball hits a four year old boy in the head at Fenway. Jim Rice, realizing in a flash that it would take EMTs too…
Liked by Jay W. Penn
Experience
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Peoria Management LLC
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Education
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59 people have recommended Jay W.
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Today is officially my last day as a TD Ameritrade Inst’l employee. This amazing journey began 15+ years ago, when Neil Curran hired me to do what I…
Today is officially my last day as a TD Ameritrade Inst’l employee. This amazing journey began 15+ years ago, when Neil Curran hired me to do what I…
Liked by Jay W. Penn
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I don't post a lot, but I feel like I need to say just a couple of things on the eve of Legal Day 1. In 2003 I started working for TD Waterhouse as…
I don't post a lot, but I feel like I need to say just a couple of things on the eve of Legal Day 1. In 2003 I started working for TD Waterhouse as…
Liked by Jay W. Penn
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Very excited for our official launch of Strategic Wealth Services today and proud to be part of the team.
Very excited for our official launch of Strategic Wealth Services today and proud to be part of the team.
Liked by Jay W. Penn
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Big compliance changes still on track for June 30, 2020. Reg BI is forcing many advisers to simplify their compliance and drop dual registration.…
Big compliance changes still on track for June 30, 2020. Reg BI is forcing many advisers to simplify their compliance and drop dual registration.…
Shared by Jay W. Penn
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So I have seen a few posts on social media about people being annoyed with sales people or marketing teams reaching out during this time. People…
So I have seen a few posts on social media about people being annoyed with sales people or marketing teams reaching out during this time. People…
Liked by Jay W. Penn
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Okay. Enough. This thing is being spun out of control and is hurting the economy - out of an abundance of caution (my fav phrase). Apple stores…
Okay. Enough. This thing is being spun out of control and is hurting the economy - out of an abundance of caution (my fav phrase). Apple stores…
Liked by Jay W. Penn
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Its known that the earth rotates on its Axis & revolves around the Sun. But we can't feel it at all. But here one astrophotographer has clicked an…
Its known that the earth rotates on its Axis & revolves around the Sun. But we can't feel it at all. But here one astrophotographer has clicked an…
Liked by Jay W. Penn
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