Jim Agasar, Bfa™
About Jim Agasar, Bfa™
Jim Agasar, Bfa™, is the Business Development Director - RIA at SEI, with over 15 years of experience in the wealth management industry.
Business Development Director at SEI
Jim Agasar currently serves as the Business Development Director - RIA at SEI, based in California, United States. Working remotely, he focuses on developing business strategies and collaborating with strategic RIA partners. His role emphasizes enhancing productivity and streamlining practices throughout the business lifecycle.
Experience at Meeder Investment Management
From 2018 to 2023, Jim Agasar was the Senior Regional Investment Consultant at Meeder Investment Management. He served for five years in the Pacific Southwest region, where he provided comprehensive investment consulting services.
Investment Consultant and Relationship Manager at Clark Capital Management Group
Between 2014 and 2018, Jim Agasar worked for Clark Capital Management Group as an Investment Consultant in the Pacific Southwest region. Before this role, he was a Relationship Manager at the same company from 2013 to 2014 in the Greater Philadelphia Area.
Assistant Vice President at Pershing, a BNY Mellon Company
Jim Agasar spent five years, from 2008 to 2013, at Pershing, a BNY Mellon company, where he served as Assistant Vice President of Account Management for Pershing Managed Investments in King of Prussia, PA. Prior to this, he worked as an Institutional Service Desk Representative in Malvern, PA, from 2006 to 2008.
Education at Penn State University
Jim Agasar studied at Penn State University, where he graduated with a Bachelor's degree in Financial Planning and Services, and a Bachelor of Science (B.S.) in Finance and Financial Management Services. He completed his studies from 2002 to 2006.
Expertise in Wealth Management
With over 15 years in the wealth management industry, Jim Agasar specializes in practice management, retirement income planning, capital market fluctuations, risk management, and goals-based investing. He advocates for comprehensive reviews and in-depth analyses of advisors' practices to identify synergies and enhance client value.