John J. Toskey
Professional summary
John James Toskey III, who also goes by Jay Toskey III, is a registered financial professional currently at SEI INVESTMENTS DISTRIBUTION CO. located in Oaks, Pennsylvania.
John is registered as a RR (Registered Representative) and started their career in finance in 2001. John has worked at 1 firm and has passed the Series 7TO, SIE and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view John James Toskey III's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 17, 2026 - Present
SEI INVESTMENTS DISTRIBUTION CO.
Office #1: One Freedom Valley Drive, Oaks, PA 19456August 20, 2001 - November 10, 2004
SEI INVESTMENTS DISTRIBUTION CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 7/17/2026
General Securities Representative ExaminationFINRA
Current Firm
SEI INVESTMENTS DISTRIBUTION CO.
CRD#: 10690 / SEC#: , 8-27897
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SEI INVESTMENTS COMPANY | SHAREHOLDER | |
| CAMPISI, JENNIFER HICKMAN | CHIEF COMPLIANCE OFFICER, ASST SECRETARY | 5299753 |
| COARY, JOHN PATRICK | TREASURER, CFO | 2551648 |
| CORKERY, HEATHER MAJCZAN | DIRECTOR | 6896886 |
| GARCIA, GABRIEL | DIRECTOR | 2500963 |
| HUM, ROBERT M | DIRECTOR, PRESIDENT, CEO | 5716140 |
| MCGHIN, JASON MICHAEL | COO | 3119188 |
| MUNCH, JOHN CHARLES | SECRETARY, GENERAL COUNSEL | 4739576 |
Disclosures
| Regulatory Event | 4 |
Red Flags
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