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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Michael Green is a financial advisor at Victory Capital Management Inc. Jon has been in the industry since March 19, 2000, and has extensive experience in the financial services industry. Jon holds Series 7, 63, and 65 licenses and has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Jon is dedicated to helping clients achieve their financial goals through a variety of investment strategies and financial planning services.
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.
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.
Model 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
TX
06/04/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
09/25/2007 - 07/10/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/21/1999 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 08/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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