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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

JONATHAN CHARLES GOSS

Advisor at VICTORY CAPITAL MANAGEMENT INC.

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:938b485c-b700-cf6d-5565-e3c677b444dd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 18, 2015 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VICTORY CAPITAL MANAGEMENT INC.
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 3, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 3, 2015
First registration: Aug 18, 2015
Dual registered: yes, broker-dealer
Other names: JON GOSS|JONATHAN CHARLES GOSS|JONATHAN GOSS
IAPD individual key: 6435000

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VICTORY CAPITAL MANAGEMENT INC.	Asset manager	Jul 11, 2019	n/a	yes	SAN ANTONIO, TX	Current employment
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jun 21, 2019	Jul 5, 2019	no	SAN ANTONIO, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Jan 28, 2019	Jun 4, 2019	no	SAN ANTONIO, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Sep 13, 2018	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Mar 10, 2017	Jan 8, 2018	no	SAN ANTONIO, TX	Previous registration
HANTZ FINANCIAL SERVICES, INC.	Independent wealth	Aug 18, 2015	Jan 9, 2017	no	BAY CITY, MI\|MIDLAND, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
USAA INVESTMENT SERVICES COMPANY	VICTORY CAPITAL MANAGEMENT INC.	Jul 5, 2019	Jul 11, 2019	6	Bulk transfer	Other
J.P. MORGAN SECURITIES LLC	USAA INVESTMENT SERVICES COMPANY	Jun 4, 2019	Jun 21, 2019	17	Firm change	Wirehouse to ibd
USAA INVESTMENT SERVICES COMPANY	J.P. MORGAN SECURITIES LLC	Sep 13, 2018	Jan 28, 2019	137	Firm change	Ibd to wirehouse
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
HANTZ FINANCIAL SERVICES, INC.	USAA FINANCIAL PLANNING SERVICES	Jan 9, 2017	Mar 10, 2017	60	Firm change	Other

Relationships

Registered with (5)

→ VICTORY CAPITAL MANAGEMENT INC.Registered adviserregistration: current employment
Jul 11, 2019 to presentfactForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jun 21, 2019 to Jul 5, 2019factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jan 28, 2019 to Jun 4, 2019factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Mar 10, 2017 to Jan 8, 2018factForm ADV
→ HANTZ FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 18, 2015 to Jan 9, 2017factForm ADV

Dated events

No dated event names this entity yet.