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Jake Flannery

Sei Investments Management Corp

Oaks, PA

CRD 7613466

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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
NJ RA APPROVED 2025-04-11
PA RA APPROVED 2023-05-15
  • NJ RA
    APPROVED
    Since 2025-04-11
  • PA RA
    APPROVED
    Since 2023-05-15

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 Management Corp. Oaks PA 05/2021 Present
Penske Truck Leasing Pennsauken NJ 05/2017 08/2019
Temple University Full-Time Mba Program Philadlephia PA 08/2019 05/2021
Roanoke College Salem VA 08/2013 05/2017
  • 05/2021 → Present
    Sei Investments Management Corp.
    Oaks, PA
  • 05/2017 → 08/2019
    Penske Truck Leasing
    Pennsauken, NJ
  • 08/2019 → 05/2021
    Temple University Full-Time Mba Program
    Philadlephia, PA
  • 08/2013 → 05/2017
    Roanoke College
    Salem, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-15
  • S65 Uniform Investment Adviser Law Examination
    2023-05-15

View on SEC IAPD

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