Jason
Kolenda

Sei Investments Management Corp

CRD#7255276
Investment Advisor
in Oaks, PA

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About this Advisor

Jason Kolenda is a financial advisor working in Oaks, Pennsylvania who has 3 years of industry experience. Kolenda is on the advisory team at Sei Investments Management Corp. Throughout their career, Kolenda has worked at Pfizer Pharmaceuticals, Winbros Inc, Winbro Inc, Peopleshare, Full Time Education and Sei Investments. Kolenda holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in California, Colorado, Delaware, Florida, Illinois, Louisiana, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Virginia and Washington. Sei Investments Management Corp is an advisory firm operating out of Oaks, PA. It has offices in three locations and a total of 406 advisors. It handles $181 billion in assets across its 75,194 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 357 charitable organizations. Of its 75,194 client accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fee types billed by Sei Investments Management Corp may include any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

One Freedom Valley Drive
Oaks, PA 19456

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Sei Investments Management Corp Brokerage Details

Total Assets Under Management

$180,855,686,165

PA Average: $15,833,994,310
Total Number of Employees

406

PA Average: 41
Total Number of Accounts

75,194

PA Average: 3,342
Average Account Size

$2,405,188

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jason Kolenda Work History

Jason has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Sei Investments

2018 - 2020 (2 years)

Sei Investments

2017 - 2018 (1 year)

Sei Investments

2016 - 2017 (1 year)

Sei Investments

2015 - 2015 (< 1 year)

Winbro Inc

2015 - 2016 (1 year)

Peopleshare

2014 - 2014 (< 1 year)

Winbros Inc

2013 - 2013 (< 1 year)

Pfizer Pharmaceuticals

2011 - 2015 (4 years)

Full Time Education

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Kolenda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sei Investments Management Corp

Jeremy Garnett
Oaks, PA
Jacob Bucha
Oaks, PA
Michael Harris
Oaks, PA
Mcbee Butcher
Oaks, PA
Karen Mclaughlin
Oaks, PA
Florence Mwaura
Oaks, PA
John Loughlin
Oaks, PA
Andrew Quintois
Oaks, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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