Jake Kenyon (CRD# 6395909) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 9 years of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
CRD# 4862526
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Old Port Advisors, Inc. | Portland, ME | Aug 2019 - Current | 4 |
Jake Kenyon | Portland, ME | May 2017 - Current | 6 |
True Edu Ins & Retir/horace Mann | Brunswick, ME | Apr 2017 - Aug 2019 | 2 |
Horace Mann Investors, Inc. | Springfield, IL | Apr 2017 - Aug 2019 | 2 |
Horace Mann Companies | Springfield, IL | Apr 2017 - Aug 2019 | 2 |
Hd Vest Investment Services | Enfield, CT | Jun 2016 - Apr 2017 | < 1 |
Innovest Financial Services | Enfield, CT | Jun 2016 - Apr 2017 | < 1 |
Massmutual Life Insurance | Enfield, CT | Feb 2016 - Jun 2016 | < 1 |
Hd Vest Investment Services | Enfield, CT | Oct 2014 - Jan 2016 | 1 |
Innovest Financial Services | Enfield, CT | Sep 2014 - Jan 2016 | 1 |
Camp Sloane Ymca | Lakeville, CT | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2014 |
S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- ME
-
Total Assets Under Management698MILLIONS
-
Total Number of Accounts2,276ACCOUNTS
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Average Account Value$306,851
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CO, FL, GA, MA, ME, NC, NH, NY, PA, SC, TX, VA
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