Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Goss is a financial advisor with Victory Capital Management Inc., located in San Antonio, Texas. Jonathan has been in the financial services industry since September 27, 2015 and has a strong background in investment advisory and brokerage services. Jonathan has held previous positions with USAA Financial Advisors, Inc., J.P. Morgan Securities LLC, Hantz Financial Services, Inc., and Moloney Securities CO., INC..
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.
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2
TX
07/11/2019 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
06/21/2019 - 07/05/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
01/16/2019 - 06/04/2019
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
03/10/2017 - 09/13/2018
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
MI
08/17/2015 - 01/09/2017
HANTZ FINANCIAL SERVICES, INC. (MIDLAND MI)
MI
02/18/2015 - 07/29/2015
MOLONEY SECURITIES CO., INC. (MIDLAND MI)
BOTH
Issued 04/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2020
Series 24 - General Securities Principal Examination
BC
Issued 09/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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