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Jordan Barrett Boehne

Victory Capital Management Inc.

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About Jordan Barrett Boehne

Jordan Boehne is a financial advisor with Victory Capital Management Inc. Jordan is a registered representative in Texas. Jordan has been working in the financial industry since May 2023. They are also a registered investment advisor representative in Texas. Jordan holds the Series 63, 65 and Series 7TO licenses and has passed the SIE and Series 24 examinations.

Firm Information

Jordan Boehne is currently registered with Victory Capital Management Inc.. Victory Capital Management Inc. is an investment adviser registered with the SEC and headquartered in San Antonio, Texas. The firm provides a wide range of investment advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. They also offer model portfolios and select other advisers for their clients. Victory Capital Management Inc. manages over $151 billion in assets for various client types, including individuals, corporations, investment companies, pension and profit-sharing plans, and charitable organizations.
Victory Capital Management Inc.

15935 LA CANTERA PKWY

SAN ANTONIO, TX 78256

$151.26B

Assets Under Management

11

Total Clients

61

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model portfolios

Model portfolios

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jordan Boehne’s Registration & Firm History

TX

11/30/2023 - Present

Victory Capital Management Inc. (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 09/25/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/2024

Series 24 - General Securities Principal Examination

BC

Issued 05/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/06/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Barrett Boehne.
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