Kirby Jacobson
CRD Number: 5631324Current Firm: Astoria Strategic Wealth, Inc.
Compensation Model: Fee Only
Kirby Jacobson (CRD# 113510) is an Investment Advisor Representative at Astoria Strategic Wealth, Inc. and has over 15 years of experience in the finance industry. Kirby Jacobson is the Chief Investment Officer (CIO) of Astoria Strategic Wealth. Astoria is an independently owned, fee-only Registered Investment Advisor providing clients with support across investments, estate preservation, financial independence and insurance analysis located in Texas. Astoria focuses on goals-based portfolio management, analyzing investment growth opportunity against risk when evaluating your personal and professional goals.
Kirby Jacobson merged his practice, Jacobson Wealth Management LLC, in January of 2022 with Astoria after 15+ years as a successfully established financial planner with a progressive career supporting clients of all levels of portfolio management and investment needs.
Kirby Jacobson is both a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® charterholder, a rare and unique combination that provides clients a well-rounded perspective on their financial needs and investment strategies. His passion and experience supports both young investors looking to build their portfolios across a progressive career as well as those more established in their careers and investments looking for a creative, collaborative partner in the management of their assets.
CRD# 3037337
State Farm Investment Management Corp.
CRD# 3181090
Lpl Financial LLC
CRD# 14422
Cetera Investment Advisers LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Astoria Strategic Wealth, Inc. | Flower Mound, TX | Jan 2022 - Current | 2 |
| Darwin's Beagle, Inc. | Dallas, TX | May 2018 - Current | 5 |
| Jacobson Wealth Management LLC | Lubbock, TX | Oct 2019 - Nov 2022 | 3 |
| Astoria Strategic Wealth, Inc. | Flower Mound, TX | Mar 2021 - Jan 2022 | < 1 |
| Lee Financial Company, LLC | Dallas, TX | Jan 2009 - Jul 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2008 |
- TX
-
Total Assets Under Management352MILLIONS
-
Total Number of Accounts792ACCOUNTS
-
Average Account Value$444,527
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.