Jake Thomas Kenyon
Investment adviser representative at Old Port Advisors
10 yearsExperience
1 stateRegistered in
$782.8MFirm assets
25 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Old Port Advisors, IncAug 2019 to now
- Jake KenyonMay 2017 to now
- Horace Mann CompaniesApr 2017 to Aug 2019
- Horace Mann Investors, IncApr 2017 to Aug 2019
- True Edu Ins & Retir/horace MannApr 2017 to Aug 2019
- Hd Vest Investment ServicesJun 2016 to Apr 2017
- Innovest Financial ServicesJun 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (ME).
Old Port Advisors
Legal name: Old Port Advisors, Inc
$782.8MAssets managed
856Clients
11Advisers
25 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
- 6395909
- Firm CRD
- 108228