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Jesse Carl Koepp

Fenimore Asset Management, Inc.

Cobleskill, NY

CRD 2679617

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Employer firm

Fenimore Asset Management, Inc. CRD 110946

$5.41B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Fenimore Asset Management, Inc.

384 North Grand Street, Cobleskill, NY 12043 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-11-01
NY RA APPROVED 2021-07-11
FL RA APPROVED 2018-08-14
NC RA APPROVED 2018-07-02
  • NJ RA
    APPROVED
    Since 2021-11-01
  • NY RA
    APPROVED
    Since 2021-07-11
  • FL RA
    APPROVED
    Since 2018-08-14
  • NC RA
    APPROVED
    Since 2018-07-02

Branch Locations

384 North Grand Street, Cobleskill, NY 12043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fenimore Asset Management, Inc. Cobleskill NY 03/2012 Present
Previous Registrations
  • 2003-12-12 → 2006-12-08
    Trustco Bank
    Glenville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-29
S63 Uniform Securities Agent State Law Examination 2014-09-22
S65 Uniform Investment Adviser Law Examination 2003-12-08
  • S66 Uniform Combined State Law Examination
    2018-06-29
  • S63 Uniform Securities Agent State Law Examination
    2014-09-22
  • S65 Uniform Investment Adviser Law Examination
    2003-12-08

View on SEC IAPD

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