Kirby Don Jacobson

Chief Investment Officer at Astoria Strategic Wealth, Inc.

Finance

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Profile

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.

Kirby Don Jacobson active positions

Companies	Position	Start
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.	Chief Investment Officer	31/12/2021

All active positions of Kirby Don Jacobson

Former positions of Kirby Don Jacobson

Companies	Position	End
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	11/07/2019

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Training of Kirby Don Jacobson

Texas Tech University

Undergraduate Degree

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Linked companies

Private companies	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