Jason Anthony Kolenda
Investment adviser representative at Sei Investments Management Corp
10 yearsExperience
16 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
10 years in the industry.
- Sei Investments Management CorpJun 2020 to now
- Sei InvestmentsJun 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 16 states (CA, CO, CT, DE, FL, ID, IL, LA, MA, NC, NJ, NY, OR, PA, VA, WA).
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
- 7255276
- Firm CRD
- 105146