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Jordan Barrett Boehne

Investment adviser representative at Victory Capital Management Inc.
12 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

12 years in the industry.

  1. Victory Capital Management Inc.Nov 2023 to now
  2. Victory Capital Services, Inc.Dec 2022 to now
  3. Millenium GroupJun 2022 to Dec 2022
  4. Ibex GlobalJun 2020 to Jun 2022
  5. Self Employed Driver - Uber/lyftOct 2018 to Jun 2020
  6. Cracker BarrelAug 2018 to Oct 2018
  7. Taco BellAug 2018 to Aug 2018
  8. Full Time StudentAug 2017 to May 2018
  9. Cracker BarrelJul 2014 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2023

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
7582964
Firm CRD
106189
Advisor's SEC record (opens in a new tab)
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