Jake Kenyon
OLD Port Advisors · Portland, Maine
Jake Kenyon is a fee-only financial advisor at OLD Port Advisors in Portland, Maine. OLD Port Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jake →
Facts
| Firm | OLD Port Advisors |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $782.8M across 2,245 accounts |
| SEC registration | Investment adviser representative in ME · CRD 6395909 |
| Exams passed | Series 63 (2014) · Series 65 (2019) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.oldportadvisors.com |
How Jake's firm compares
- OLD Port Advisors's average account is about $349,000, from its Form ADV (assets managed divided by 2,245 accounts).
Request an introduction to Jake
Tell Jake a little about what you're looking for. Jake isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jake
Is Jake Kenyon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jake holds no broker registration, and OLD Port Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jake charge for financial advice?
Jake's firm, OLD Port Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jake Kenyon based?
Jake Kenyon is based in Portland, Maine.
Is Jake Kenyon registered with the SEC?
Yes. Jake Kenyon is registered as an investment adviser representative in ME (CRD 6395909), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does OLD Port Advisors manage?
OLD Port Advisors reports $782.8M across 2,245 accounts in assets under management.
How do I contact Jake Kenyon?
Through Jake's website, www.oldportadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.