Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
27yrs
Based in San Antonio, Texas, Jon Green is a fiduciary financial advisor with 27 years of industry experience. Jon has been with Victory Capital Management since 2021; before that, Jon spent two years at USAA Investment Services and five years at USAA Financial Planning Services. Victory Capital Management offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and performance-based fees.
One of 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 20% by experience in Texas
Office15935 LA Cantera Parkway, San Antonio, TX 78256
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$398,832
Advisors at the firm94
States licensed ?1 state
Services through Victory Capital Management
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowVictory Capital Management Inc.Current firm
- Jan 2018 – Jul 2019USAA Investment Services CompanyPreviously
- 2013 – 2018USAA Financial Planning ServicesPreviously
- 2002 – 2013USAA Investment Services CompanyPreviously
Contact Jon
(877) 660-4400Victory Capital Management main office 15935 LA Cantera ParkwaySan Antonio, TX 78256Office · Get directions X (Twitter) pageVictory Capital Management
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Questions to ask Jon
Tailored to Jon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jon
How do I contact Jon?
Call Victory Capital Management at (877) 660-4400 and ask for Jon Green. Jon works from the San Antonio, TX office.
How long has Jon been a financial advisor?
Jon has been in the industry since 1999, about 27 years. Top 20% by experience in Texas.
What licenses does Jon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Victory Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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