Best Investors Account Sign in
Inactive

Jennifer Jean Steele

Sei Investments Management Corp

Oaks, PA

Seattle, WA

Claim This Profile
Current Employers
Sei Investments Management Corp

One Freedom Valley Drive, Oaks, PA 19456 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-08-01
NY RA APPROVED 2024-07-30
ID RA APPROVED 2020-01-30
CA RA APPROVED 2020-01-29
PA RA APPROVED 2020-01-29
WA RA APPROVED 2020-01-29
  • OR RA
    APPROVED
    Since 2024-08-01
  • NY RA
    APPROVED
    Since 2024-07-30
  • ID RA
    APPROVED
    Since 2020-01-30
  • CA RA
    APPROVED
    Since 2020-01-29
  • PA RA
    APPROVED
    Since 2020-01-29
  • WA RA
    APPROVED
    Since 2020-01-29

Branch Locations

One Freedom Valley Drive, Oaks, PA 19456 • United States

1700 7Th Avenue Suite 2210, Seattle, WA 98101 • 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
Huntington Steele Llc Seattle WA 05/2003 01/2020
Sei Investments Management Corp Oaks PA 04/2018 Present
Previous Registrations
  • 2003-05-09 → 2019-12-31
    Huntington Steele Llc
    Seattle, WA
    Oaks, PA
  • 2001-12-18 → 2003-05-02
    Banc Of America Securities Llc
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-11-12
  • S66 Uniform Combined State Law Examination
    2001-11-12

View on SEC IAPD

More in Oaks, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor