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Kirby Don Jacobson
Chief Investment Officer bij Astoria Strategic Wealth, Inc.
Actieve functies van Kirby Don Jacobson
Bedrijven | Functie | Begin | Einde |
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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 | 01-01-2022 | - |
Loopbaan van Kirby Don Jacobson
Eerdere bekende functies van Kirby Don Jacobson
Bedrijven | Functie | Begin | Einde |
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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 | 01-08-2008 | 12-07-2019 |
Marktstrateeg | 01-08-2008 | 01-05-2011 |
Opleiding van Kirby Don Jacobson
Texas Tech University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Market Strategist | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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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 |
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