This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

USAA INVESTMENT SERVICES COMPANY

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Oct 25, 2021

First registration

Apr 21, 2025

Dual registered

yes, broker-dealer

Other names

Jonathan D Fowler|JONATHAN DAVID FOWLER

IAPD individual key

7341869

• Occurred

  Apr 3, 2026
  Advisor changed firm

  Jonathan Fowler left Schwab Wealth Advisory, Inc. for Usaa Investment Services Company (registered 2026-08-18)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:25fa62a3-288a-814a-8e2e-daa943274140

First observed

Apr 21, 2025

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.