Russell Eugene Jacobson
Investment adviser representative at Astoria Strategic Wealth, Inc.
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$482.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Astoria Strategic Wealth, Inc.Sep 2022 to now
- Charles Schwab & Co., Inc.Jan 2022 to Sep 2022
- TD AmeritradeOct 2014 to Jan 2022
- Hydrona LLCSep 2014 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Astoria Strategic Wealth, Inc.
$482.5MAssets managed
177Clients
7Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6111034
- Firm CRD
- 113510