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Jesse Carl Koepp

Fenimore Asset Management, Inc.

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About Jesse Carl Koepp

Jesse Koepp is an investment advisor representative with Fenimore Asset Management, Inc. based in Albany, NY. Jesse has been in the industry since 2007. Jesse is registered as an investment advisor in Florida, New Jersey, New York and North Carolina. Jesse holds the Series 7, SIE, 63 and 65 licenses. Jesse specializes in investment management for individuals, businesses, investment companies and pooled investment vehicles. Jesse also provides financial planning, pension consulting and educational seminars. Jesse was previously employed with Mercer Allied Company, L.P. from 1999 to 2003.

Firm Information

Jesse Koepp is currently registered with Fenimore Asset Management, Inc.. Fenimore Asset Management, Inc. is an investment advisor headquartered in Albany, New York. The firm manages a total of $5.43 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension funds. The firm offers a range of advisory services, including financial planning, portfolio management, and educational seminars. Fenimore Asset Management is committed to providing its clients with personalized investment advice and exceptional customer service.
Fenimore Asset Management, Inc.

142 WOLF ROAD

ALBANY, NY 12205

$5.43B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jesse Koepp’s Registration & Firm History

NY

07/02/2018 - Present

Fenimore Asset Management, Inc. (COBLESKILL NY)

NY

01/05/1999 - 02/19/2003

MERCER ALLIED COMPANY, L.P. (COHOES NY)

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Licenses & Designations

BOTH

Issued 06/29/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/08/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse Carl Koepp.
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