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Jefferson Philip Matkin

Investment Adviser Representative at VICTORY CAPITAL MANAGEMENT INC.

Boston, MACRD #4550765Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
52 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 52 states
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/10/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 10/16/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 9/28/2015
Series 7
General Securities Representative Examination
Passed 11/10/2003
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/13/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Victory Capital Management Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

VICTORY CAPITAL MANAGEMENT INC.Current
8/14/2025 – Boston, MA
AMUNDI ASSET MANAGEMENT US, INC.
1/4/2021 – 4/25/2025Boston, MA
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.
11/24/2014 – 12/31/2020Boston, MA
FSC SECURITIES CORPORATION
7/13/2012 – 10/13/2014Atlanta, GA
SUNTRUST INVESTMENT SERVICES, INC.
8/6/2010 – 6/28/2012Atlanta, GA
EDWARD JONES
4/21/2009 – 7/1/2010Dacula, GA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View VICTORY CAPITAL MANAGEMENT INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jefferson Philip Matkin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.