Jacob Bucha, financial advisor Oaks PA
90 score

Jacob Bucha

CRD Number: 5973078
Current Firm: Sei Investments Management Corp

Jacob Bucha (CRD# 5973078) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sei Investments Distribution Co Oaks, PA Mar 2015 - Current 1
Sei Investments Management Corp Oaks, PA Mar 2015 - Current 1
Pnc Bank Royersford, PA Mar 2013 - Mar 2015 2
Pnc Investments LLC Pittsburgh, PA Mar 2013 - Mar 2015 2
Sterne Agee Jeffersonville, PA Aug 2011 - Feb 2013 1
Xpansce LLC Exton, PA Jun 2010 - Aug 2011 1
Franklin & Marshall College Lancaster, PA Aug 2006 - May 2011 4
Sports Extreme Boothwyn, PA Jun 2008 - Oct 2008 < 1
East Norriton Parks & Rec East Norriton, PA Jul 2005 - Aug 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Jacob T. Bucha
Phone Number: 610-676-1000
Firm Website: http://www.seic.com
Registered State(s):
  • AL
  • GA
  • PA
  • FL
By the Numbers
  • Total Assets Under Management
    162,268
    MILLIONS
  • Total Number of Accounts
    28,327
    ACCOUNTS
  • Average Account Value
    $5,728,378
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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