Jonathan Goss (CRD# 6435000) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 9 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usaa Investment Management Company | San Antonio, TX | Jun 2019 - Current | 4 |
| Peyton Resource Group | San Antonio, TX | Jun 2019 - Current | 4 |
| Usaa Financial Advisors, Inc. | San Antonio, TX | Jun 2019 - Current | 4 |
| J.p. Morgan Securities LLC | San Antonio, TX | Dec 2018 - Jun 2019 | < 1 |
| Sedulant | San Antonio, TX | Nov 2018 - May 2019 | < 1 |
| Unemployed | San Antonio, TX | Aug 2018 - Nov 2018 | < 1 |
| Usaa Investment Management Company | San Antonio, TX | Jan 2018 - Aug 2018 | < 1 |
| Usaa Financial Advisors, Inc. | San Antonio, TX | Feb 2017 - Aug 2018 | 1 |
| Usaa Financial Planning Services | San Antonio, TX | Feb 2017 - Jan 2018 | < 1 |
| Hantz Financial Services, Inc. | Midland, MI | Jul 2015 - Jan 2017 | 1 |
| Northwood University | Midland, MI | May 2015 - Aug 2016 | 1 |
| Ashford Financial Group | Midland, MI | Jan 2013 - Aug 2015 | 2 |
| Moloney Securities Company, Inc. | Midland, MI | Jan 2015 - Jul 2015 | < 1 |
| Omni Tech Sales | Bay City, MI | Oct 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- TX
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Total Assets Under Management151,257MILLIONS
-
Total Number of Accounts2,923ACCOUNTS
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Average Account Value$51,747,210
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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