Jordan
Boehne

Victory Capital Management Inc

CRD#7582964
Investment Advisor
in San Antonio, TX

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About this Advisor

Jordan Boehne is a financial advisor based in San Antonio, Texas, working with Victory Capital Management Inc. Jordan has previously held positions at Victory Capital, Millenium Group, Ibex Global, Self Employed Driver - Uber/Lyft, Full Time Student, Taco Bell, Cracker Barrel, and Johnny Carinos. Jordan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jordan is part of Victory Capital Management Inc, which operates out of San Antonio, Texas. The firm has 10 offices and 481 employees. The firm manages assets totaling $151.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Victory Capital Management Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

15935 La Cantera Pkwy
San Antonio, TX 78256

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Victory Capital Management Inc Brokerage Details

Total Assets Under Management

$151,257,095,924

TX Average: $3,042,739,679
Total Number of Employees

481

TX Average: 49
Total Number of Accounts

2,923

TX Average: 2,315
Average Account Size

$51,747,210

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Jordan Boehne Work History

2022 - Present (2 years)

Victory Capital

2022 - 2022 (< 1 year)

Millenium Group

2020 - 2022 (2 years)

Ibex Global

2018 - 2020 (2 years)

Self Employed Driver - Uber/Lyft

2018 - 2018 (< 1 year)

Taco Bell

2018 - 2018 (< 1 year)

Cracker Barrel

2017 - 2018 (1 year)

Full Time Student

2017 - 2017 (< 1 year)

Cracker Barrel

2014 - 2017 (3 years)

Cracker Barrel

2014 - 2014 (< 1 year)

Johnny Carinos

Disclosures

Please visit the SEC profile of Jordan Boehne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Victory Capital Management Inc

Ethan Fine
San Antonio, TX
Brian Groover
San Antonio, TX
Garrett Kelley
Manhattan Beach, CA
Jordan Boehne
San Antonio, TX
Christian Oconnor
San Antonio, TX
Noe Fernandez
San Antonio, TX
Trent Marshall
San Antonio, TX
Kimberly Gunther
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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