JT
Jeffrey J. Toussaint
VICTORY CAPITAL MANAGEMENT
Miami, FL 33131
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CRD#: 3105626
JT
Professional summary
Jeffrey John Toussaint, who also goes by Jeffrey J Toussaint, Jeffrey John Toussaint, is a registered financial advisor currently at VICTORY CAPITAL MANAGEMENT INC. located in Miami, Florida and VICTORY CAPITAL SERVICES, INC. located in Miami, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jeffrey has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey J Toussaint | Jeffrey John Toussaint
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. As of January 2017, Member/Manager, Omnibus Creations, LLC located at North Granbury, CT. Responsibilities include overseeing the LLC. This is not investment related. Will devote up to one hour per month toward this activity - zero hours during securities trading hours. 2. As of September 2011, Organizer and Host, IMAP (International Managed Asset Partnership), located at North Granbury, CT. Responsibilities include organizing and hosting various networking group events and raising funds for charity. This is not investment related. Will devote up to five hours per month toward this activity, zero hours during securities trading options.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey John Toussaint's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 17, 2025 - Present
VICTORY CAPITAL MANAGEMENT INC.
Office #1: 1111 Brickell Ave Ste 1820, Miami, FL 33131RIA
CRD#: 106189
Miami, FL
Current
April 1, 2025 - Present
VICTORY CAPITAL SERVICES, INC.
Office #1: 1111 Brickell Avenue Suite 1500, Miami, FL 33131BD
CRD#: 37059
MIAMI, FL
Past
September 24, 2024 - April 25, 2025
AMUNDI ASSET MANAGEMENT US, INC.
RIA
CRD#: 107719
BOSTON, MA
Past
August 30, 2022 - April 1, 2025
AMUNDI DISTRIBUTOR US, INC.
BD
CRD#: 24497
MIAMI, FL
Past
August 3, 2018 - August 19, 2022
FUNDS DISTRIBUTOR, LLC
BD
CRD#: 7174
Miami, FL
Past
August 12, 2014 - November 29, 2016
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
August 12, 2014 - November 29, 2016
IVY DISTRIBUTORS, INC.
BD
CRD#: 16496
OVERLAND PARK, KS
Past
November 8, 2006 - December 4, 2008
BLACKROCK INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 108928
PRINCETON, NJ
Past
November 8, 2006 - December 4, 2008
BLACKROCK INVESTMENTS, LLC
BD
CRD#: 38642
NEW YORK, NY
Past
April 16, 2004 - October 12, 2006
FAM DISTRIBUTORS, INC.
BD
CRD#: 4100
NEW YORK, NY
Past
November 9, 1998 - April 16, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VICTORY CAPITAL MANAGEMENT INC.
CEMP | VICTORY SBSF CAPITAL MANAGEMENT | VICTORY NEWBRIDGE CAPITAL MANAGEMENT | VICTORY INCOME INVESTORS | VICTORY GRADISION CAPITAL MANAGEMENT | VICTORY CAPITAL SOLUTIONS | VICTORY CAPITAL MANAGEMENT INC. | VICTORY CAPITAL | VICTORY ADVISORS INC | VICTORY | TRIVALENT INVESTMENTS | THB ASSET MANAGEMENT | SYCAMORE CAPITAL | SOPHUS CAPITAL | RS INVESTMENTS | PIONEER INVESTMENTS | NEWBRIDGE ASSET MANAGEMENT | NEW ENERGY CAPITAL | MUNDER CAPITAL MANAGEMENT | MUNDER CAPITAL | MUNDER | KEY ASSET MANAGEMENT INC | INTEGRITY ASSET MANAGEMENT | INTEGRITY | INCORE CAPITAL MANAGEMENT | EXPEDITION INVESTMENT PARTNERS | DIVERSIFIED EQUITY MANAGEMENT | COMPASS EMP | COMPASS EFFICIENT MODEL PORTFOLIOS
CRD#: 106189 / SEC#: 801-46878
RIA
Registered Investment Advisory firm - (5/10/1994 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/1/2025)
RR
Alaska(4/1/2025)
RR
Arizona(4/1/2025)
RR
Arkansas(4/1/2025)
RR
California(4/1/2025)
RR
Colorado(4/1/2025)
RR
Connecticut(4/1/2025)
RR
Delaware(4/1/2025)
RR
District of Columbia(4/1/2025)
RR
Florida(4/1/2025)
RR
Georgia(4/1/2025)
RR
Hawaii(4/1/2025)
RR
Idaho(4/1/2025)
RR
Illinois(4/1/2025)
RR
Indiana(4/1/2025)
RR
Iowa(4/1/2025)
RR
Kansas(4/1/2025)
RR
Kentucky(4/1/2025)
RR
Louisiana(4/1/2025)
RR
Maine(4/1/2025)
RR
Maryland(4/1/2025)
RR
Massachusetts(4/1/2025)
RR
Michigan(4/1/2025)
RR
Minnesota(4/1/2025)
RR
Mississippi(4/1/2025)
RR
Missouri(4/1/2025)
RR
Montana(4/1/2025)
RR
Nebraska(4/1/2025)
RR
Nevada(4/1/2025)
RR
New Hampshire(4/1/2025)
RR
New Jersey(4/1/2025)
RR
New Mexico(4/1/2025)
RR
New York(4/1/2025)
RR
North Carolina(4/1/2025)
RR
North Dakota(4/1/2025)
RR
Ohio(4/1/2025)
RR
Oklahoma(4/1/2025)
RR
Oregon(4/1/2025)
RR
Pennsylvania(4/1/2025)
RR
Puerto Rico(4/1/2025)
RR
Rhode Island(4/1/2025)
RR
South Carolina(4/1/2025)
RR
South Dakota(4/1/2025)
RR
Tennessee(4/1/2025)
RR
Texas(4/1/2025)
IAR
Texas(9/17/2025)
RR
Utah(4/1/2025)
RR
Vermont(4/1/2025)
RR
Virginia(4/1/2025)
RR
Washington(4/1/2025)
RR
West Virginia(4/1/2025)
RR
Wisconsin(4/1/2025)
RR
Wyoming(4/1/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VICTORY CAPITAL MANAGEMENT INC.
CEMP | VICTORY SBSF CAPITAL MANAGEMENT | VICTORY NEWBRIDGE CAPITAL MANAGEMENT | VICTORY INCOME INVESTORS | VICTORY GRADISION CAPITAL MANAGEMENT | VICTORY CAPITAL SOLUTIONS | VICTORY CAPITAL MANAGEMENT INC. | VICTORY CAPITAL | VICTORY ADVISORS INC | VICTORY | TRIVALENT INVESTMENTS | THB ASSET MANAGEMENT | SYCAMORE CAPITAL | SOPHUS CAPITAL | RS INVESTMENTS | PIONEER INVESTMENTS | NEWBRIDGE ASSET MANAGEMENT | NEW ENERGY CAPITAL | MUNDER CAPITAL MANAGEMENT | MUNDER CAPITAL | MUNDER | KEY ASSET MANAGEMENT INC | INTEGRITY ASSET MANAGEMENT | INTEGRITY | INCORE CAPITAL MANAGEMENT | EXPEDITION INVESTMENT PARTNERS | DIVERSIFIED EQUITY MANAGEMENT | COMPASS EMP | COMPASS EFFICIENT MODEL PORTFOLIOS
CRD#: 106189 / SEC#: 801-46878
RIA
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Contact information
Main Address
15935 La Cantera Pkwy, San Antonio, TX 78256
Mailing Address
Phone number
(877) 660-4400
Established
Firm type
Fiscal year end
# of Employees
460
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,566 |
| AUM (Assets Under Management) | $ 152,291,202,954 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VICTORY CAPITAL MANAGEMENT INC.
CRD#: 106189Miami, FL 33131TRUST BUT VERIFY
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