Joseph Isaiah Morris

Employer firm

Victory Capital Management Inc. CRD 106189

$283B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• MODEL PORTFOLIOS; RESEARCH SERVICES FOR A FEE TO CERTAIN NON-RELATED PERSONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 10/2016
  Citibank
  San Antonio, TX
• 10/2016 → 05/2020
  Allstate Insurance Co
  New Braunfels, TX
• 05/2020 → 10/2020
  Unemployed
  San Antonio, TX
• 10/2020 → 01/2021
  Teleperformance
  San Antonio, TX
• 01/2021 → Present
  Aerotek
  San Antonio, TX
• 04/2021 → Present
  Victory Capital Services, Inc.
  San Antonio, TX
• 08/2026 → Present
  Victory Capital Management Inc.
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-08-10
• S63 Uniform Securities Agent State Law Examination
  2016-01-29

Other Names

• Joe I Morris