Robert W Jones

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → Present
  Sei Investments
  Oaks, PA
• 03/2021 → 01/2022
  Manchester Construction
  Newtown, PA
• 02/2020 → 01/2021
  Unemployed
  Newtown, PA
• 05/2018 → 01/2020
  Mike Piazza Honda
  Langhorne, PA
• 05/2014 → 05/2018
  Brymer And Sons Landscaping
  Newtown, PA
• 01/2022 → 05/2022
  Unemployed
  Newtown, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-02

Other Names

• Bobby Jones
• Bob Jones