Jesus Chavez, financial advisor San Antonio TX

Jesus Chavez

CRD Number: 4129908
Current Firm: Victory Capital Management Inc.

Jesus Chavez (CRD# 4129908) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Victory Capital Services, Inc. San Antonio, TX Jul 2019 - Current 4
Victory Capital Management, Inc. San Antonio, TX Jul 2019 - Current 4
All-around Outfitters, LLC San Antonio, TX Aug 2006 - Current 17
Usaa Investment Management Company San Antonio, TX Jan 2018 - Jul 2019 1
Usaa Financial Planning Services San Antonio, TX Apr 2013 - Jul 2019 6
Usaa Financial Advisors, Inc. San Antonio, TX Sep 2007 - Jul 2019 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Dec 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jesus A. Chavez
Phone Number: 877-660-4400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,836
    MILLIONS
  • Total Number of Accounts
    3,419
    ACCOUNTS
  • Average Account Value
    $41,192,280
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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