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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)23 years in industry

JEFFERSON PHILIP MATKIN

Advisor at VICTORY CAPITAL MANAGEMENT INC.

SAN ANTONIO, TX | Boston, MA

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Search this name across graphsid dfx:ria:aac53226-8d92-54a3-a07d-ebd44ff1399c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 21, 2009 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: Oct 16, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63|S66
First exam: Oct 16, 2002
First registration: Apr 21, 2009
Dual registered: yes, broker-dealer
IAPD individual key: 4550765

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	Aug 14, 2025	n/a	yes	SAN ANTONIO, TX\|Boston, MA	Current employment
AMUNDI ASSET MANAGEMENT US, INC.	Former SEC adviser	Jan 4, 2021	Apr 25, 2025	no	BOSTON, MA	Previous registration
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Former SEC adviser	Nov 24, 2014	Dec 31, 2020	no	BOSTON, MA	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Jul 13, 2012	Oct 13, 2014	no	ATLANTA, GA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Aug 6, 2010	Jun 28, 2012	no	ATLANTA, GA	Previous registration
EDWARD JONES	National bd RIA	Apr 21, 2009	Jul 1, 2010	no	ST LOUIS, MO\|Dacula, GA	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
AMUNDI ASSET MANAGEMENT US, INC.	VICTORY CAPITAL MANAGEMENT INC.	Apr 25, 2025	Aug 14, 2025	111	Bulk transfer	Other
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	AMUNDI ASSET MANAGEMENT US, INC.	Dec 31, 2020	Jan 4, 2021	4	Bulk transfer	Other
FSC SECURITIES CORPORATION	AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Oct 13, 2014	Nov 24, 2014	42	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	FSC SECURITIES CORPORATION	Jun 28, 2012	Jul 13, 2012	15	Firm change	Other
EDWARD JONES	SUNTRUST INVESTMENT SERVICES, INC.	Jul 1, 2010	Aug 6, 2010	36	Firm change	Other

Relationships

Registered with (6)

→ VICTORY CAPITAL MANAGEMENT INC.Registered adviserregistration: current employment
Aug 14, 2025 to presentfactForm ADV
→ AMUNDI ASSET MANAGEMENT US, INC.Registered adviserregistration: previous registration
Jan 4, 2021 to Apr 25, 2025factForm ADV
→ AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 24, 2014 to Dec 31, 2020factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jul 13, 2012 to Oct 13, 2014factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 6, 2010 to Jun 28, 2012factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 21, 2009 to Jul 1, 2010factForm ADV

Dated events

No dated event names this entity yet.