Penny Prewitt Jones

Employer firm

Titleist Asset Management, LLC CRD 323567

$2.66B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 07/2020
  Mchenry Capital, Llc
  Austin, TX
• 09/2015 → 02/2024
  Pennyshield Financial, Llc
  Athens, TX
• 09/2015 → 09/2023
  Texas A&M University
  College Station, TX
• 02/2024 → 06/2025
  Illumination Wealth Management
  Kilgore, TX
• 06/2025 → Present
  Titleist Asset Management, Llc
  The Woodland, TX

Previous Registrations

• 2024-04-04 → 2025-06-16
  Illumination Wealth Management
  Kilgore, TX
  San Diego, CA
• 2016-10-31 → 2020-07-07
  Mchenry Capital, L.L.C.
  Leavenworth, WA

Other Businesses

1.) Prewitt Management; 11/2023; MAGNOLIA, TEXAS; VICE PRESIDENT/DIRECTOR/CHAIRMAN OF THE BOARD; 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

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-31

Designations

• Certified Financial Planner

Other Names

• Penny P. Jones