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Jason Anthony Kolenda

Sei Investments Management Corp

Oaks, PA

CRD 7255276

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Employer firm

Sei Investments Management Corp CRD 105146

$216B 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
Sei Investments Management Corp

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-04-21
ID RA APPROVED 2025-04-18
OR RA APPROVED 2025-04-18
FL RA APPROVED 2021-04-22
NJ RA APPROVED 2021-03-15
NY RA APPROVED 2021-02-02
MA RA APPROVED 2020-08-25
CA RA APPROVED 2020-06-18
CO RA APPROVED 2020-06-18
DE RA APPROVED 2020-06-18
IL RA APPROVED 2020-06-18
LA RA APPROVED 2020-06-18
NC RA APPROVED 2020-06-18
PA RA APPROVED 2020-06-18
VA RA APPROVED 2020-06-18
WA RA APPROVED 2020-06-18
  • CT RA
    APPROVED
    Since 2025-04-21
  • ID RA
    APPROVED
    Since 2025-04-18
  • OR RA
    APPROVED
    Since 2025-04-18
  • FL RA
    APPROVED
    Since 2021-04-22
  • NJ RA
    APPROVED
    Since 2021-03-15
  • NY RA
    APPROVED
    Since 2021-02-02
  • MA RA
    APPROVED
    Since 2020-08-25
  • CA RA
    APPROVED
    Since 2020-06-18
  • CO RA
    APPROVED
    Since 2020-06-18
  • DE RA
    APPROVED
    Since 2020-06-18
  • IL RA
    APPROVED
    Since 2020-06-18
  • LA RA
    APPROVED
    Since 2020-06-18
  • NC RA
    APPROVED
    Since 2020-06-18
  • PA RA
    APPROVED
    Since 2020-06-18
  • VA RA
    APPROVED
    Since 2020-06-18
  • WA RA
    APPROVED
    Since 2020-06-18

Branch Locations

One Freedom Valley Drive, Oaks, PA 19456 • 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
Sei Investments Oaks PA 06/2016 06/2017
Sei Investments Oaks PA 06/2017 05/2018
Sei Investments Oaks PA 05/2018 03/2020
Sei Investments Oaks PA 03/2020 Present
  • 06/2016 → 06/2017
    Sei Investments
    Oaks, PA
  • 06/2017 → 05/2018
    Sei Investments
    Oaks, PA
  • 05/2018 → 03/2020
    Sei Investments
    Oaks, PA
  • 03/2020 → Present
    Sei Investments
    Oaks, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-18
  • S65 Uniform Investment Adviser Law Examination
    2020-06-18
Other Names
  • Anthony Anthony Kolenda

View on SEC IAPD

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