Juan Jaime Soza
Investment adviser representative at Victory Financial
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
3 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Victory FinancialDec 2025 to now
- Victory Financial Group, LLCDec 2025 to now
- Equitable Advisors, LLCMar 2017 to Dec 2025
- AXA Advisors, LLCMar 2017 to Jun 2020
- University of Texas At ArlingtonAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Victory Financial
Legal name: Victory Financial Group LLC
$1.3BAssets managed
3,003Clients
56Advisers
3 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
- 6731209
- Firm CRD
- 324943