Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Thomas Bucha is a registered representative with SEI Investments Management Corp. and has been in the industry since January 9, 2013. Jacob holds the Series 66, Series 7 and SIE licenses. Prior to joining SEI Investments Management Corp., Jacob was employed by PNC INVESTMENTS and STERNE AGEE FINANCIAL SERVICES, INC. Jacob has experience working with clients of various types including individuals, high-net-worth individuals, charitable organizations, corporations, pension and profit-sharing plans, pooled investment vehicles, insurance companies, and investment companies. Jacob specializes in portfolio management, financial planning, educational seminars, publication of periodicals, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
04/29/2015 - Present
SEI Investments Management Corp. (OAKS PA)
PA
03/26/2013 - 03/31/2015
PNC INVESTMENTS (Paoli PA)
PA
11/09/2012 - 02/19/2013
STERNE AGEE FINANCIAL SERVICES, INC. (JEFFERSONVILLE PA)
BOTH
Issued 12/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacob Bucha is the right advisor for you? Invested Better is here to help.
