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Kirby Jacobson

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:

  • Investment Strategy Associate at Lee Financial Corporation

  • Capital Strategy Intern at Lee Financial Corporation

  • Loan Officer Assistant at

  • Temporary at Bank of America

    Temporary. Assisted Estate Officers in the Private Bank Center.

  • Financial Strategist at Lee Financial Corporation

Kirby Jacobson's Education:

  • Texas Tech University

    Personal Financial Planning

Kirby Jacobson's Interests & Activities:

Finances, traveling, saving money, and helping others save!

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