Russell Eugene Jacobson

Employer firm

Astoria Strategic Wealth, Inc. CRD 113510

$483M regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Astoria Strategic Wealth, Inc.

New Braunfels, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-10-07

TX RA
APPROVED

Since 2022-10-07

Branch Locations

Fort Worth, TX • United States

New Braunfels, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Td Ameritrade	Fort Worth	TX	04/2018	01/2022
Charles Schwab & Co., Inc.	Westlake	TX	01/2022	09/2022
Astoria Strategic Wealth, Inc.	Conroe	TX	09/2022	Present
Td Ameritrade	Fort Worth	TX	10/2014	04/2018
Hydrona Llc	Fort Worth	TX	09/2014	09/2018

04/2018 → 01/2022

Td Ameritrade

Fort Worth, TX
01/2022 → 09/2022

Charles Schwab & Co., Inc.

Westlake, TX
09/2022 → Present

Astoria Strategic Wealth, Inc.

Conroe, TX
10/2014 → 04/2018

Td Ameritrade

Fort Worth, TX
09/2014 → 09/2018

Hydrona Llc

Fort Worth, TX

Previous Registrations

2022-01-26 → 2022-09-16

Charles Schwab & Co., Inc.

Westlake, TX
2014-11-07 → 2022-01-11

Td Ameritrade, Inc.

Westlake, TX

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-07-17

S66 Uniform Combined State Law Examination

2013-07-17

Designations

Certified Financial Planner

View on SEC IAPD