Financial Planning & Investment Management, Financial Services
Hi, I'm Kirby Jacobson. Welcome to my profile!
Kirby Jacobson's Bio:
Kirby Jacobson is a financial advisor in Dallas, TX who works with both young professionals that are saving aggressively as well as retirees. As part of his role, he leads the group within Lee Financial Corporation that focuses on Gen X and Gen Y savers to help establish good savings and portfolio habits at an early stage in their career.
Kirby Jacobson's Experience:
Financial Strategist at Lee Financial CorporationMay 2011
Investment Strategy Associate at Lee Financial CorporationAugust 2008 - April 2011
Capital Strategy Intern at Lee Financial CorporationMay 2008 - August 2008
Loan Officer Assistant at GoAndApply.comJanuary 2007 - August 2008
Temporary at Bank of AmericaMay 2006 - December 2007
Temporary. Assisted Estate Officers in the Private Bank Center.
Kirby Jacobson's Education:
Texas Tech University2005 – 2008Personal Financial Planning
Kirby Jacobson's Interests & Activities:
Finances, traveling, saving money, and helping others save!