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Jefferson Philip Matkin

Victory Capital Management Inc.

San Antonio, TX

Boston, MA

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Current Employers
Victory Capital Management Inc.

15935 La Cantera Pkwy, San Antonio, TX 78256 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-14
  • TX RA
    APPROVED
    Since 2025-08-14

Branch Locations

15935 La Cantera Pkwy, San Antonio, TX 78256 • United States

60 State Street, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pioneer Funds Distributor, Inc. Boston MA 10/2014 06/2017
Amundi Pioneer Distributor, Inc. Boston MA 07/2017 12/2020
Amundi Distributor Us, Inc. Boston MA 01/2021 04/2025
Victory Capital Services, Inc. Brooklyn OH 04/2025 Present
Victory Capital Management Inc. San Antonio TX 04/2025 Present
  • 10/2014 → 06/2017
    Pioneer Funds Distributor, Inc.
    Boston, MA
  • 07/2017 → 12/2020
    Amundi Pioneer Distributor, Inc.
    Boston, MA
  • 01/2021 → 04/2025
    Amundi Distributor Us, Inc.
    Boston, MA
  • 04/2025 → Present
    Victory Capital Services, Inc.
    Brooklyn, OH
  • 04/2025 → Present
    Victory Capital Management Inc.
    San Antonio, TX
Previous Registrations
  • 2021-01-04 → 2025-04-25
    Amundi Asset Management Us, Inc.
    Boston, MA
  • 2014-11-24 → 2020-12-31
    Amundi Pioneer Institutional Asset Management, Inc.
    Boston, MA
  • 2012-07-13 → 2014-10-13
    Fsc Securities Corporation
    Atlanta, GA
  • 2010-08-06 → 2012-06-28
    Truist Investment Services, Inc.
    Atlanta, GA
  • 2009-04-21 → 2010-07-01
    Edward Jones
    St Louis, MO
    Dacula, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-10
S63 Uniform Securities Agent State Law Examination 2002-10-16
  • S66 Uniform Combined State Law Examination
    2009-04-10
  • S63 Uniform Securities Agent State Law Examination
    2002-10-16
Designations

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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