The Pinnacle Financial Group
44yrs
Top advisor by experience in The Villages
30yrs
Kent Penney has worked in the financial industry for 30 years and is a fiduciary financial advisor based in The Villages, Florida. After a year at Strategic Advisers and a year at Fidelity Personal and Workplace Advisors, Kent joined J.P. Morgan Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 176 advisors with offices in The Villages, and one of 161 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 5% by experience at J.P. Morgan Securities
Office660 Kristine Way, The Villages, FL 32163
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- Mar 2025 – Feb 2026Strategic Advisers LLCPreviously
- Oct 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask Kent
Tailored to Kent’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kent
How do I contact Kent?
Call J.P. Morgan Securities at 800-999-2000 and ask for Kent Penney. Kent works from the The Villages, FL office.
How long has Kent been a financial advisor?
Kent has been in the industry since 1997, about 30 years. Top 5% by experience at J.P. Morgan Securities.
What licenses does Kent hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kent a fiduciary?
Kent is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kent paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Kent for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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