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

Dec 1, 2015earliest 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

1

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Dec 23, 2022

First registration

Aug 4, 2025

Dual registered

yes, broker-dealer

Other names

Josh Wiens|Joshua Lee Wiens|Josh Lee Wiens|Jay Lee Wiens

IAPD individual key

7626251

• Occurred

  Jul 16, 2026
  Advisor changed firm

  Jay Klavene left Vanguard Advisers, Inc. for Usaa Investment Services Company (registered 2026-08-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2e657cdb-7fa0-ef76-6b1d-66e48908c292

First observed

Aug 4, 2025

Last observed

Sep 15, 2026 5 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.