Kirby Don Jacobson
Chief Investment Officer bei Astoria Strategic Wealth, Inc.
Aktive Positionen von Kirby Don Jacobson
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | - |
Karriereverlauf von Kirby Don Jacobson
Ehemalige bekannte Positionen von Kirby Don Jacobson
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 |
Marktstratege | 01.08.2008 | 01.05.2011 |
Ausbildung von Kirby Don Jacobson
Texas Tech University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Market Strategist | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 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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