Jon Michael Green
Investment adviser representative at Victory Capital Management Inc.
13 yearsExperience
1 stateRegistered in
$282.7BFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Victory Capital Advisers, Inc.Jan 2020 to now
- Victory Capital Management Inc.Jan 2020 to now
- FisJul 2019 to Dec 2019
- USAA Investment Management CompanyJan 2018 to Jun 2019
- USAA Financial Planning ServicesApr 2013 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Victory Capital Management Inc.
$282.7BAssets managed
18,120Clients
105Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4015877
- Firm CRD
- 106189