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Clayton Johnson

Investment adviser representative at Sei Investments Management Corp
12 yearsExperience
2 statesRegistered in
$216.4BFirm assets
41 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Sei Investments Management CorpOct 2024 to now
  2. Sei InvestmentsSep 2024 to now
  3. UnemploymentFeb 2024 to Sep 2024
  4. Axos Clearing LLCAug 2021 to Feb 2024
  5. E*trade Securities LLCSep 2018 to Aug 2021
  6. Trust Company of AmericaMay 2014 to Oct 2018

Exams passed

  • Series 66 · Uniform Combined State Law2005
  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (CO, PA).

Sei Investments Management Corp

$216.4BAssets managed
112,646Clients
126Advisers
41 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4937760
Firm CRD
105146
Advisor's SEC record (opens in a new tab)
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