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Inactive

Jacob Paul Mark

Kennon-Green & Co.

New Albany, OH

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Current Employers
Kennon-Green & Co.

5031 Forest Drive Suite A, New Albany, OH 43054-7089 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-08-06
TX RA APPROVED 2022-09-04
  • OH RA
    APPROVED
    Since 2024-08-06
  • TX RA
    APPROVED
    Since 2022-09-04

Branch Locations

5031 Forest Drive Suite A, New Albany, OH 43054-7089 • 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
Hope College Grand Rapids MI 08/2018 05/2022
Wolfgang's Breakfast Grand Rapids MI 06/2017 07/2017
Big Bob's Pizza Grand Rapids MI 06/2017 08/2017
Core Life Company Grand Rapids MI 06/2018 08/2018
Hope College Holland MI 08/2019 05/2021
Butch's Holland MI 07/2021 12/2021
Kent Country Club Grand Rapids MI 05/2022 07/2022
Fidelity Investments Dallas TX 06/2020 12/2020
Kennon-Green & Co. New Albany OH 08/2022 Present
East Grand Rapids Public Schools Grand Rapids MI 08/2012 05/2018
  • 08/2018 → 05/2022
    Hope College
    Grand Rapids, MI
  • 06/2017 → 07/2017
    Wolfgang's Breakfast
    Grand Rapids, MI
  • 06/2017 → 08/2017
    Big Bob's Pizza
    Grand Rapids, MI
  • 06/2018 → 08/2018
    Core Life Company
    Grand Rapids, MI
  • 08/2019 → 05/2021
    Hope College
    Holland, MI
  • 07/2021 → 12/2021
    Butch's
    Holland, MI
  • 05/2022 → 07/2022
    Kent Country Club
    Grand Rapids, MI
  • 06/2020 → 12/2020
    Fidelity Investments
    Dallas, TX
  • 08/2022 → Present
    Kennon-Green & Co.
    New Albany, OH
  • 08/2012 → 05/2018
    East Grand Rapids Public Schools
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-03
  • S65 Uniform Investment Adviser Law Examination
    2022-09-03
Other Names
  • Jacob P Mark

View on SEC IAPD

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Other Offices

MORGAN STANLEY · New Albany, OH
LIDO · New Albany, OH
COLUMBUS INVESTMENT ADVISORY INC. · NEW ALBANY, OH
EDWARD JONES · New Albany, OH
COLUMBUS INVESTMENT ADVISORY INC. · New Alany, OH
YFP WEALTH · NEW ALBANY, OH
M HOLDINGS SECURITIES, INC. · New Albany, OH
VELA INVESTMENT MANAGEMENT, LLC · NEW ALBANY, OH

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