DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jonathan Charles Goss
Feed of 09/14/2026
Also filed as Jon Goss
At current firm
7 y
since Jul 11, 2019
In the industry
11 y
since Apr 3, 2015 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Victory Capital Management Inc. asset manager currentsince Jul 11, 2019 · San Antonio, Tx
- Usaa Investment Services Company no RAUMJun 21, 2019 to Jul 5, 2019 · San Antonio, Tx
- J.P. Morgan Securities LLC wirehouseJan 28, 2019 to Jun 4, 2019 · San Antonio, Tx
- Usaa Investment Services Company no RAUMJan 8, 2018 to Sep 13, 2018 · San Antonio, Tx
- Usaa Financial Planning Services formerMar 10, 2017 to Jan 8, 2018 · San Antonio, Tx
- Hantz Financial Services, Inc. independent RIAAug 18, 2015 to Jan 9, 2017 · Bay City, Mi
Moves
a registration end followed by a registration begin elsewhere
- Usaa Investment Services Company to Victory Capital Management Inc.left Jul 5, 2019, registered Jul 11, 2019 (6 days) · corporate re-registration, not a move
- J.P. Morgan Securities LLC to Usaa Investment Services Companyleft Jun 4, 2019, registered Jun 21, 2019 (17 days) · Wirehouse to affiliated broker-dealer or bank
- Usaa Investment Services Company to J.P. Morgan Securities LLCleft Sep 13, 2018, registered Jan 28, 2019 (137 days) · Affiliated broker-dealer or bank to wirehouse
- Usaa Financial Planning Services to Usaa Investment Services Companyleft Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
- Hantz Financial Services, Inc. to Usaa Financial Planning Servicesleft Jan 9, 2017, registered Mar 10, 2017 (60 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address