AdFi
JM

Jon Michael Green

Investment Adviser Representative at VICTORY CAPITAL MANAGEMENT INC.

San Antonio, TXCRD #4015877Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jon Michael Green has worked in the securities industry since 2000. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/20/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 9/27/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/20/1999

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
6/4/2021San Antonio, TX
USAA INVESTMENT MANAGEMENT COMPANY
1/8/20187/11/2019San Antonio, TX
USAA FINANCIAL PLANNING SERVICES
4/12/20131/8/2018San Antonio, TX
USAA INVESTMENT MANAGEMENT COMPANY
8/27/20024/18/2013San Antonio, TX

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Jon Michael Green 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.

Jon Michael Green - Financial Advisor in San Antonio, TX | AdvisorFinder