Kirby Don Jacobson
Directeur en chef des Investissements chez Astoria Strategic Wealth, Inc.
Profil
Kirby Don Jacobson is currently the Chief Investment Officer & Principal at Astoria Strategic Wealth, Inc. He previously worked as a Financial Advisor at Lee Financial Co. LLC from 2008 to 2019.
Mr. Jacobson completed his undergraduate degree at Texas Tech University in 2008.
Postes actifs de Kirby Don Jacobson
| Sociétés | Poste | Début |
|---|---|---|
Astoria Strategic Wealth, Inc.
 Astoria Strategic Wealth, Inc. Investment ManagersFinance Astoria Strategic Wealth, Inc. (ASW) is an independent SEC-registered investment advisor and wealth management firm headquartered in Conroe, Texas. ASW was founded in 1996 and provides fee-only, fiduciary, financial planning, and investment management services to families and affluent individuals in Austin, Texas, and surrounding areas. | Directeur en chef des Investissements | 01/01/2022 |
Anciens postes connus de Kirby Don Jacobson
| Sociétés | Poste | Fin |
|---|---|---|
Lee Financial Co. LLC
 Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | Corporate Officer/Principal | 12/07/2019 |
Formation de Kirby Don Jacobson
| Texas Tech University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | Finance |
Astoria Strategic Wealth, Inc.
Astoria Strategic Wealth, Inc. Investment ManagersFinance Astoria Strategic Wealth, Inc. (ASW) is an independent SEC-registered investment advisor and wealth management firm headquartered in Conroe, Texas. ASW was founded in 1996 and provides fee-only, fiduciary, financial planning, and investment management services to families and affluent individuals in Austin, Texas, and surrounding areas. | Finance |
