Jake
Kenyon

Old Port Advisors

CRD#6395909
Investment Advisor
in Portland, ME

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About this Advisor

Jake Kenyon is a financial advisor who works in Portland, Maine who has 4 years of industry experience. Kenyon is an employee of Old Port Advisors. Their career trajectory has included roles at Hd Vest Investment Services, Innovest Financial Services, Camp Sloane Ymca, Royal Caribbean Cruise Lines, Lake Powell Resorts And Marinas, Massmutual Life Insurance, True Edu Ins & Retir/Horace Mann, Horace Mann Investors, Inc, Horace Mann Companies and Old Port Advisors, Inc. Kenyon has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Maine. Old Port Advisors is a firm operating out of Portland, ME. The company has offices in two locations and a total of 13 financial advisors. It has $651 million in assets between its 2,213 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 2,213 accounts, 19% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Old Port Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees usually vary depending on the services offered. However, fees charged by Old Port Advisors most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

130 Middle Street 2Nd Floor
Portland, ME 04101-7104

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Old Port Advisors Brokerage Details

Total Assets Under Management

$651,018,800

ME Average: $618,328,769
Total Number of Employees

13

ME Average: 10
Total Number of Accounts

2,213

ME Average: 975
Average Account Size

$294,179

ME Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Jake Kenyon Work History

Jake has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Old Port Advisors, Inc

2017 - 2019 (2 years)

True Edu Ins & Retir/Horace Mann

2017 - 2019 (2 years)

Horace Mann Investors, Inc

2017 - 2019 (2 years)

Horace Mann Companies

2016 - 2016 (< 1 year)

Massmutual Life Insurance

2016 - 2017 (1 year)

Hd Vest Investment Services

2016 - 2017 (1 year)

Innovest Financial Services

2014 - 2016 (2 years)

Hd Vest Investment Services

2014 - 2016 (2 years)

Innovest Financial Services

2014 - 2014 (< 1 year)

Camp Sloane Ymca

2013 - 2014 (1 year)

Royal Caribbean Cruise Lines

2013 - 2013 (< 1 year)

Camp Sloane Ymca

2013 - 2013 (< 1 year)

Lake Powell Resorts And Marinas

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jake Kenyon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Old Port Advisors

Jake Kenyon
Portland, ME
Jason Foster
Portland, ME
Sharon Bunker
Portland, ME
Erica Bly
Portland, ME
Ben Daigle
Portland, ME
Richard Harlow
Portland, ME
Francis Davies
Portland, ME
Tracy Rogers
Portland, ME

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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