Perfil
Mr. Jake T.
Kenyon is a Principal & 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 aims to preserve and grow their clients’ wealth over time. The firm builds investment portfolios that are tailored to meet each client’s goals. They select investments that are value-oriented, globally diversified, and balanced with a steadfast focus on both long-term growth and income generation. Their decisions are based on investment fundamentals and not short-term price considerations. | Gestor de Cartera-Acciones | 01/08/2019 |
Formación de Jake Kenyon.
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
University of Maine
University of Maine Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Old Port Advisors, Inc.
Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors aims to preserve and grow their clients’ wealth over time. The firm builds investment portfolios that are tailored to meet each client’s goals. They select investments that are value-oriented, globally diversified, and balanced with a steadfast focus on both long-term growth and income generation. Their decisions are based on investment fundamentals and not short-term price considerations. | Finance |
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