James F. Agasar
Professional summary
James Francis Agasar JR., who also goes by James F. Agasar Jr., Jim Agasar, is a registered financial advisor currently at SEI INVESTMENTS MANAGEMENT CORP located in San Clemente, California and SEI INVESTMENTS DISTRIBUTION CO. located in Oaks, Pennsylvania.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. James has worked at 5 firms and has passed the Series 65, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Francis Agasar JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
January 8, 2024 - Present
SEI INVESTMENTS MANAGEMENT CORP
July 18, 2023 - Present
SEI INVESTMENTS DISTRIBUTION CO.
Office #1: One Freedom Valley Drive, Oaks, PA 19456May 7, 2021 - June 28, 2023
MEEDER ADVISORY SERVICES, INC.
August 1, 2019 - May 7, 2021
MEEDER ASSET MANAGEMENT, INC.
October 19, 2018 - June 28, 2023
MEEDER DISTRIBUTION SERVICES, INC.
Primary Firm SEC Registration
SEI INVESTMENTS MANAGEMENT CORP
CRD#: 105146 / SEC#: 801-24593
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/19/2024)
(1/8/2024)
Exams
Series 6TO
Date: 10/19/2018
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
SEI INVESTMENTS MANAGEMENT CORP
CRD#: 105146 / SEC#: 801-24593
Contact information
SEC notice filing (53 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 99,603 |
| AUM (Assets Under Management) | $ 198,143,431,156 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 01/27/2025 | ||
| 10/25/2023 | ||
| 01/27/2023 |
Red Flags
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