Kirby Jacobson (CFA®, CFP®)

Kirby Jacobson focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Generation X
  • Investment Advice with Ongoing Management
  • Millennials
  • Retirement Plan Investment Advice

Planning Specialties

Kirby Jacobson is the founder of Jacobson Wealth Management LLC (JWM) which is an independent, fee-only Registered Investment Advisor providing clients with support across investments, estate preservation, financial independence and insurance analysis located in Lubbock, Texas. JWM focuses on goals-based portfolio management, analyzing investment growth opportunity against risk when evaluating your personal and professional goals.

Kirby established JWM in 2019 after 11 years as a successfully established financial planner with a progressive career supporting clients of all levels of portfolio management and investment needs.

Kirby is both a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® charterholder, a rare and unique combination that provides clients a well-rounded perspective on their financial needs and investment strategies. His passion and experience supports both young investors looking to build their portfolios across a progressive career as well as those more established in their careers and investments looking for a creative, collaborative partner in the management of their assets.

Kirby and his wife have enjoyed 15 incredible years together and are now raising their two girls, Lillian, 5, and Penelope, 3. Outside of financial pursuits, he is a long-term member of Orange Theory Fitness and an avid Yogi.

Additional Information

Below are some of the key components that are part of the JWM process in helping clients achieve their goals:

  • Goal Setting
  • Personal Balance Sheet
  • Cash Flow Planning
  • Financial Independence
  • Investments
  • Estate Preservation
  • Education Planning
  • Insurance Review

NAPFA Start Date

October 28, 2014

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This Office

6206 103rd St Lubbock, TX 79424-6461 Phone: (806) 535-0760