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 fee-only financial advisor in Lubbock, TX who works with both young professionals that are saving aggressively as well as retirees. He is the CEO & Founder of Jacobson Wealth Management LLC and he serves as a fiduciary to his clients.
Kirby Jacobson's Experience:
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CEO & Founder at Jacobson Wealth Management LLC
November 2019 - Present | Lubbock, TX -
Director of amplifi at Lee Financial Company LLC
January 2016 - July 2019 | Dallas, TX -
Financial Advisor at Lee Financial Corporation
May 2011 - December 2015 -
Investment Strategy Associate at Lee Financial Corporation
August 2008 - April 2011 -
Capital Strategy Intern at Lee Financial Corporation
May 2008 - August 2008 -
Loan Officer Assistant at GoAndApply.com
January 2007 - August 2008 -
Temporary at Bank of America
May 2006 - December 2007Temporary. Assisted Estate Officers in the Private Bank Center.
Kirby Jacobson's Education:
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Texas Tech University
2005 – 2008Personal Financial Planning
Kirby Jacobson's Interests & Activities:
Finances, traveling, saving money, and helping others save!