Kirby Jacobson has been Managing Principal and Chief Investment Officer of Astoria Strategic Wealth since January 2022, is a control person of the firm and directly owns between 25% and 50% of it.
Astoria Strategic Wealth, Inc. is a firm with $483M under management, 177 clients and 7 advisers across 7 offices, as of its July 2026 filing.
Kirby Jacobson’s longest registration was 10 years at Lee Financial Company, LLC (2009–2019). Before joining Astoria Strategic Wealth in 2021, Kirby Jacobson was registered through Jacobson Wealth Management LLC and Lee Financial Company, LLC.
- – present · 5 yearsLubbock, TX · Adviser representative · Firm CRD 113510
- Jacobson Wealth Management LLC– · 3 yearsLubbock, TX · Adviser representative · Firm CRD 306154
- Lee Financial Company, LLC– · 10 yearsDallas, TX · Adviser representative · Firm CRD 105910
Investment adviser representative registrations
Kirby Jacobson is registered as an investment adviser representative in Texas, since March 2021.
- TexasSince 12 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 December 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kirby Don Jacobson
- CRD
- 5631324
- Firm
- Astoria Strategic Wealth · CRD 113510
- Role
- Managing Principal and Chief Investment Officer
- Office
- Lubbock, TX
- Registration
- Investment adviser registration
- In the industry since
- May 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Kirby Jacobson work?
Kirby Jacobson has been Managing Principal and Chief Investment Officer of Astoria Strategic Wealth, Inc. since January 2022, and is a control person of the firm.
Is Kirby Jacobson a financial advisor?
Yes. Kirby Jacobson has a current investment-adviser registration in Texas, through Astoria Strategic Wealth since March 2021.
How many years of experience does Kirby Jacobson have?
Kirby Jacobson has 17 years in the financial industry, since May 2009, across 3 adviser firms.
What exams has Kirby Jacobson passed?
Kirby Jacobson passed the Series 65 in December 2008.
Where did Kirby Jacobson work before Astoria Strategic Wealth?
Before Astoria Strategic Wealth, Kirby Jacobson was registered through Lee Financial Company, LLC, January 2009 to July 2019.
Where is Kirby Jacobson based?
Kirby Jacobson’s registered office is in Lubbock, TX.
Is Kirby Jacobson registered with FINRA?
No. Kirby Jacobson has no current broker registration.
How can I verify Kirby Jacobson’s record?
Search CRD 5631324 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kirby Jacobson’s full registration record.
