Jesse Carl Koepp
Investment adviser representative at Fenimore Asset Management, Inc.
14 yearsExperience
4 statesRegistered in
$5.4BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Fenimore Asset Management, Inc.Mar 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 4 states (FL, NC, NJ, NY).
Fenimore Asset Management, Inc.
$5.4BAssets managed
682Clients
19Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2679617
- Firm CRD
- 110946