JS
Jonathan A. Schmehl
VICTORY CAPITAL MANAGEMENT
Boston, MA 02109
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CRD#: 7513560
JS
Professional summary
Jonathan Alexander Schmehl is a registered financial advisor currently at VICTORY CAPITAL MANAGEMENT INC. located in Boston, Massachusetts and VICTORY CAPITAL SERVICES, INC. located in Boston, Massachusetts.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Jonathan has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Alexander Schmehl'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
July 21, 2025 - Present
VICTORY CAPITAL MANAGEMENT INC.
Office #1: 60 State Street Suite 1350, Boston, MA 02109RIA
CRD#: 106189
Boston, MA
Current
May 2, 2025 - Present
VICTORY CAPITAL SERVICES, INC.
Office #1: 60 State Street, Boston, MA 02109BD
CRD#: 37059
BOSTON, MA
Past
October 26, 2023 - April 25, 2025
AMUNDI ASSET MANAGEMENT US, INC.
RIA
CRD#: 107719
BOSTON, MA
Past
May 20, 2022 - April 16, 2025
AMUNDI DISTRIBUTOR US, INC.
BD
CRD#: 24497
BOSTON, MA
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(5/2/2025)
RR
Alaska(5/2/2025)
RR
Arizona(5/2/2025)
RR
Arkansas(5/2/2025)
RR
California(5/2/2025)
RR
Colorado(5/2/2025)
RR
Connecticut(5/2/2025)
RR
Delaware(5/2/2025)
RR
District of Columbia(5/2/2025)
RR
Florida(5/2/2025)
RR
Georgia(5/2/2025)
RR
Hawaii(5/2/2025)
RR
Idaho(5/2/2025)
RR
Illinois(5/2/2025)
RR
Indiana(5/2/2025)
RR
Iowa(5/2/2025)
RR
Kansas(5/2/2025)
RR
Kentucky(5/2/2025)
RR
Louisiana(5/2/2025)
RR
Maine(5/2/2025)
RR
Maryland(5/2/2025)
RR
Massachusetts(5/2/2025)
IAR
Massachusetts(7/21/2025)
RR
Michigan(5/2/2025)
RR
Minnesota(5/2/2025)
RR
Mississippi(5/2/2025)
RR
Missouri(5/2/2025)
RR
Montana(5/2/2025)
RR
Nebraska(5/2/2025)
RR
Nevada(5/2/2025)
RR
New Hampshire(5/2/2025)
RR
New Jersey(5/2/2025)
RR
New Mexico(5/2/2025)
RR
New York(5/2/2025)
RR
North Carolina(5/2/2025)
RR
North Dakota(5/2/2025)
RR
Ohio(5/2/2025)
RR
Oklahoma(5/2/2025)
RR
Oregon(5/2/2025)
RR
Pennsylvania(5/2/2025)
RR
Puerto Rico(5/2/2025)
RR
Rhode Island(5/2/2025)
RR
South Carolina(5/2/2025)
RR
South Dakota(5/2/2025)
RR
Tennessee(5/2/2025)
RR
Texas(5/2/2025)
RR
Utah(5/2/2025)
RR
Vermont(5/2/2025)
RR
Virginia(5/2/2025)
RR
Washington(5/2/2025)
RR
West Virginia(5/2/2025)
RR
Wisconsin(5/2/2025)
RR
Wyoming(5/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/24/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 5/20/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product 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
Registered Investment Advisory firm - (5/10/1994 Approved)Upgrade to AdvisorCheck Premium
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VICTORY CAPITAL MANAGEMENT INC.
CRD#: 106189Boston, MA 02109TRUST BUT VERIFY
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