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Kirby Don Jacobson

Astoria Strategic Wealth, Inc.

New Braunfels, TX

Lubbock, TX

CRD 5631324

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-12
  • TX RA
    APPROVED
    Since 2021-03-12

Branch Locations

New Braunfels, TX • United States

Lubbock, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lee Financial Company, Llc Dallas TX 01/2009 07/2019
Jacobson Wealth Management Llc Lubbock TX 10/2019 11/2022
Darwin's Beagle, Inc. Dallas TX 05/2018 12/2024
Astoria Strategic Wealth, Inc. Flower Mound TX 01/2022 Present
Astoria Strategic Wealth, Inc. Flower Mound TX 03/2021 01/2022
Previous Registrations
  • 2019-11-18 → 2022-11-22
    Jacobson Wealth Management Llc
    Lubbock, TX
  • 2009-01-05 → 2019-07-12
    Lee Financial Company, Llc
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-29
  • S65 Uniform Investment Adviser Law Examination
    2008-12-29
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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