Jason Brown
About Jason Brown
Jason Brown is a Senior Fund Accountant at SEI in Oaks, Pennsylvania, with a background in financial planning and advisory roles.
Current Position at SEI
Jason Brown currently holds the position of Senior Fund Accountant at SEI in Oaks, Pennsylvania, United States. He began this role in March 2021. In this capacity, he is responsible for overseeing fund accounting activities, which include managing and analyzing financial data, preparing financial statements, and ensuring compliance with industry regulations.
Previous Experience as Fund Accountant
Before becoming a Senior Fund Accountant, Jason Brown worked at SEI as a Fund Accountant from 2019 to 2021, also in Oaks, Pennsylvania. During his two-year tenure, he gained valuable experience in the financial sector, specifically in fund accounting. His responsibilities included maintaining accurate records, preparing reports, and assisting with audits.
Role at Rodgers & Associates
Jason Brown has experience working as an Associate Financial Advisor at Rodgers & Associates in Lancaster, Pennsylvania. He held this position for one year, from 2018 to 2019. In this role, he provided financial advice to clients, developed strategic financial plans, and supported senior advisors in delivering tailored financial solutions.
Internship at Family Wealth Management Advisory
Jason Brown's early career includes an internship as a Financial Planning Intern at Family Wealth Management Advisory, LLC. He interned there for eight months from 2017 to 2018 in Marlton, NJ. During this time, he gained practical experience in financial planning, client relationship management, and data analysis.
Education at Temple University
Jason Brown studied Financial Planning at Temple University from 2013 to 2018, earning his degree over the course of five years. His education provided him with comprehensive knowledge in financial planning and laid the foundation for his career in the financial services industry. Additionally, he has expressed a keen interest in enhancing his knowledge in financial and data analytics.