Jason Kolenda, CFP®

Jason Kolenda is a Wealth Advisor focused on supporting client relationships and delivering tailored investment and wealth solutions aligned with each client’s goals. He works closely with clients and families to help simplify complex financial decisions and bring clarity to their overall wealth strategy.

Jason brings a well-rounded perspective to his role, combining hands-on experience in client service, portfolio implementation, and operational execution. Since joining SEI in 2016, he has built a strong foundation across the firm, including time on the SEI Wealth Platform's Operations Team, where he developed a comprehensive understanding of the wealth management industry.

He holds the Certified Financial Planner™ (CFP®) designation, a Series 65, and earned a Bachelor of Science in Marketing from Indiana University of Pennsylvania.

Outside of work, Jason enjoys fishing and spending time with his wife and two children.