Jake Kenyon
Portfolio Manager-Equities at Old Port Advisors, Inc.
Profile
Mr. Jake T.
Kenyon is a Vice President & Wealth Advisor at Old Port Advisors, Inc. He joined Old Port Advisors in 2019 as a Portfolio Manager Associate.
He comes from a diverse background within the financial services industry having experience in tax planning, insurance, and investment management.
He has earned a B.A.
from the University of Maine at Machias and completed his CFP Board education requirement through Bryan University.
Jake Kenyon active positions
Companies | Position | Start |
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Old Port Advisors, Inc.
Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Portfolio Manager-Equities | 31/07/2019 |
Training of Jake Kenyon
University of Maine | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Old Port Advisors, Inc.
Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Finance |
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