Kirby Don Jacobson
Chief Investment Officer bei Astoria Strategic Wealth, Inc.
Aktive Beziehungen
Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
---|---|---|---|---|
Jason Romph | M | - |
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. | 13 Jahre |
Patricia Gamez Stoll | F | - |
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. | 8 Jahre |
Dan Peters | M | - |
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. | 15 Jahre |
Eric Smith | M | - |
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. | 13 Jahre |
Kimberly Victoria | F | - |
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. | 15 Jahre |
Zhang Xi Lin | M | 73 |
Texas Tech University
| 17 Jahre |
Sarah Henze | F | - |
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. | 14 Jahre |
Jacob Odom | M | - |
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. | 7 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
---|---|---|---|---|
Lesley Bolger | F | 45 |
Texas Tech University
| 9 Jahre |
James L. Simonton | M | - |
Texas Tech University
| 4 Jahre |
Franklin Leonardo Matute | M | - |
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.
Texas Tech University
| 7 Jahre |
Brandon Ray Barnes | M | - |
Texas Tech University
| 6 Jahre |
Marinos Baghdati | M | 47 |
Texas Tech University
| 6 Jahre |
John Ryan Salter | M | 48 |
Texas Tech University
| 4 Jahre |
Jennifer Sterns | F | - |
Texas Tech University
| 5 Jahre |
Mark Wendall Whidby | M | - |
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. | 6 Jahre |
Ross Cunningham | M | - |
Texas Tech University
| 5 Jahre |
Nancy Markelz Gatens | F | - |
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. | - |
Nancy Dana Champion | F | - |
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. | - |
Eric Gordon | M | - |
Texas Tech University
| 4 Jahre |
Bryan Bulte | M | - |
Texas Tech University
| 5 Jahre |
Adam Kogler | M | - |
Texas Tech University
| 4 Jahre |
Ken Grimes | M | 41 |
Texas Tech University
| 4 Jahre |
Matthew Peter Quinn | M | - |
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. | 11 Jahre |
James Walter Park | M | - |
Texas Tech University
| 4 Jahre |
Peter Lawrence Smith | M | - |
Texas Tech University
| 4 Jahre |
Robert Meaney | M | - |
Texas Tech University
| 4 Jahre |
Scott Sage | M | - |
Texas Tech University
| 4 Jahre |
Patrick Mayne | M | - |
Texas Tech University
| 4 Jahre |
Brigette Lee Parnell Zuhdi | F | - |
Texas Tech University
| 5 Jahre |
Ahmet Sadin Çeker | M | - |
Texas Tech University
| 4 Jahre |
Ryan Hanna | M | - |
Texas Tech University
| 4 Jahre |
Cody Lee Lummus | M | - |
Texas Tech University
| 4 Jahre |
Henry A. Punzi | M | 66 |
Texas Tech University
| 2 Jahre |
Adam Levensohn | M | - |
Texas Tech University
| 3 Jahre |
RYAN HUGHES | M | - |
Texas Tech University
| 4 Jahre |
Hyrum Legrand Smith | M | - |
Texas Tech University
| 3 Jahre |
Julie Westbrook | F | - |
Texas Tech University
| 4 Jahre |
Anne Buchanan | F | - |
Texas Tech University
| 5 Jahre |
Michael Joseph Cochran | M | - |
Texas Tech University
| 4 Jahre |
F. Dueser | M | 70 |
Texas Tech University
| 4 Jahre |
Melanie Danae Palmer | F | - |
Texas Tech University
| 4 Jahre |
Taylor Nipp | M | - |
Texas Tech University
| 5 Jahre |
Brian Shollenberger | M | - |
Texas Tech University
| 4 Jahre |
Joshua Daniel Mungavin | M | 42 |
Texas Tech University
| 4 Jahre |
Tadd D. Tobkin | M | - |
Texas Tech University
| 3 Jahre |
Jeffrey Blakely Carter | M | - |
Texas Tech University
| 4 Jahre |
John Shonk | M | - |
Texas Tech University
| 2 Jahre |
Will Shonk | M | - |
Texas Tech University
| 4 Jahre |
Sandra K. Truitt | F | - |
Texas Tech University
| 1 Jahre |
Paul Euseppi | M | - |
Texas Tech University
| 1 Jahre |
Ronald Manning | M | - |
Texas Tech University
| 1 Jahre |
Angel L. Reyes | M | - |
Texas Tech University
| 2 Jahre |
Jordan Strebeck | M | - |
Texas Tech University
| 4 Jahre |
Ryan Blair | M | - |
Texas Tech University
| 5 Jahre |
Jarrod Upton | M | - |
Texas Tech University
| 2 Jahre |
Kristopher Anderson | M | 48 |
Texas Tech University
| - |
Jeremy D. Curtis | M | - |
Texas Tech University
| 3 Jahre |
Amanda Lee Newton Lott | F | - |
Texas Tech University
| 3 Jahre |
Kelsey Graham | F | - |
Texas Tech University
| 4 Jahre |
Nick Wells | M | - |
Texas Tech University
| 4 Jahre |
Stephen Lowery | M | - |
Texas Tech University
| 4 Jahre |
Joshua T. Robertson | M | - |
Texas Tech University
| 4 Jahre |
Andrea de Los Santos | F | - |
Texas Tech University
| 4 Jahre |
Douglas Prieto | M | - |
Texas Tech University
| 2 Jahre |
Anne Bednarz | F | - |
Texas Tech University
| 4 Jahre |
Josh Haislip | M | - |
Texas Tech University
| 3 Jahre |
Tom Biffle | M | - |
Texas Tech University
| 4 Jahre |
Trevor Scott Cook | M | - |
Texas Tech University
| 4 Jahre |
Keir Renick | M | - |
Texas Tech University
| 5 Jahre |
Ben Holland | M | - |
Texas Tech University
| 2 Jahre |
Statistik
Land | Beziehungen | % des Gesamten |
---|---|---|
Vereinigte Staaten | 71 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Kirby Don Jacobson
- Persönliches Netzwerk