Jake Kenyon

Gestor de Cartera-Acciones en Old Port Advisors, Inc. .

Finance

Consumer Services

Perfil

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.

Cargos activos de Jake Kenyon

Empresas	Cargo	Inicio
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.	Gestor de Cartera-Acciones	01/08/2019

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Formación de Jake Kenyon.

University of Maine

Undergraduate Degree

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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