Profile
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.
Jake Kenyon active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 2019-07-31 |
Training of Jake Kenyon
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 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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