Russell Jacobson has been Principal/Investment Advisor Representative of Astoria Strategic Wealth since August 2025, is not listed as a control person, but directly owns between 10% and 25% of the firm.
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.
Russell Jacobson’s longest registration was 7 years at TD Ameritrade, Inc. (2014–2022). Before joining Astoria Strategic Wealth in 2022, Russell Jacobson was registered through Charles Schwab & Co., Inc. and TD Ameritrade, Inc.
- – present · 4 yearsFort Worth, TX · Adviser representative · Firm CRD 113510
- Charles Schwab & Co., Inc.– · under a yearWestlake, TX · Adviser representative · Firm CRD 5393
- TD Ameritrade, Inc.– · 7 yearsSouthlake, TX · Adviser representative · Firm CRD 7870
Investment adviser representative registrations
Russell Jacobson is registered as an investment adviser representative in Texas, since October 2022.
- TexasSince 7 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 July 2013 |
| Series 7 | General Securities Representative Examination | 2 January 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Russell Eugene Jacobson
- CRD
- 6111034
- Firm
- Astoria Strategic Wealth · CRD 113510
- Role
- Principal/Investment Advisor Representative
- Office
- Fort Worth, TX
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Russell Jacobson work?
Russell Jacobson has been Principal/Investment Advisor Representative of Astoria Strategic Wealth, Inc. since August 2025.
Is Russell Jacobson a financial advisor?
Yes. Russell Jacobson has a current investment-adviser registration in Texas, through Astoria Strategic Wealth since October 2022.
How many years of experience does Russell Jacobson have?
Russell Jacobson has 13 years in the financial industry, since January 2013, across 3 adviser firms.
What exams has Russell Jacobson passed?
Russell Jacobson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2013. FINRA credited Russell Jacobson with the SIE, which began in October 2018.
Where did Russell Jacobson work before Astoria Strategic Wealth?
Before Astoria Strategic Wealth, Russell Jacobson was registered through Charles Schwab & Co., Inc., January 2022 to September 2022; TD Ameritrade, Inc., November 2014 to January 2022.
Where is Russell Jacobson based?
Russell Jacobson’s registered office is in Fort Worth, TX.
Is Russell Jacobson registered with FINRA?
No. Russell Jacobson has no current broker registration.
How can I verify Russell Jacobson’s record?
Search CRD 6111034 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Russell Jacobson’s full registration record.
