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Kirby Don Jacobson
Director de Inversiones en Astoria Strategic Wealth, Inc. .
Cargos activos de Kirby Don Jacobson
Empresas | Cargo | Inicio | Fin |
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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. | Director de Inversiones | 01/01/2022 | - |
Historial de carrera de Kirby Don Jacobson
Antiguos cargos conocidos de Kirby Don Jacobson.
Empresas | Cargo | Inicio | Fin |
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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 |
Estratega de mercado | 01/08/2008 | 01/05/2011 |
Formación de Kirby Don Jacobson.
Texas Tech University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 4 |
Operativa
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Market Strategist | 1 |
Sectorial
Finance | 3 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 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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