Russell E. Jacobson

ASTORIA STRATEGIC WEALTH

Fort Worth, TX

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CRD#: 6111034

Professional summary

Russell Eugene Jacobson, CFP® is a registered financial advisor currently at ASTORIA STRATEGIC WEALTH, INC. located in Fort Worth, Texas.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Russell has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Eugene Jacobson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

October 7, 2022 - Present

ASTORIA STRATEGIC WEALTH, INC.

RIA

CRD#: 113510

Fort Worth, TX

Past

January 26, 2022 - September 16, 2022

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Westlake, TX

Past

January 11, 2022 - September 16, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Westlake, TX

Past

November 7, 2014 - January 11, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

Southlake, TX

Past

September 5, 2013 - January 11, 2022

TD AMERITRADE, INC.

CRD#: 7870

Southlake, TX

Past

January 3, 2013 - October 14, 2013

LPL FINANCIAL LLC

CRD#: 6413

FORT WORTH, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASTORIA STRATEGIC WEALTH, INC.

ASTORIA STRATEGIC WEALTH, INC. | PAULEY FINANCIAL SERVICES, INC. | PAULEY FINANCIAL

CRD#: 113510 / SEC#: 801-101469

RIA

Registered Investment Advisory firm - (7/15/2015 Approved)

Texas

Registered Investment Advisory firm - (12/18/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/7/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/17/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/2/2013

General Securities Representative Examination

Current Firm

ASTORIA STRATEGIC WEALTH, INC.

ASTORIA STRATEGIC WEALTH, INC. | PAULEY FINANCIAL SERVICES, INC. | PAULEY FINANCIAL

CRD#: 113510 / SEC#: 801-101469

RIA

Registered Investment Advisory firm - (7/15/2015 Approved)

Texas

Registered Investment Advisory firm - (12/18/2015 Terminated)

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Contact information

Main Address

New Braunfels, TX

Mailing Address

Phone number

(888) 321-7374

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASTORIA STRATEGIC WEALTH FORM ADV PART 2A (9/30/2025)

Regulatory assets under management

Total Number of Accounts	1,227
AUM (Assets Under Management)	$ 464,800,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Russell E. Jacobson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Eugene Jacobson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE, INC.

LPL FINANCIAL LLC

Primary Firm SEC Registration

ASTORIA STRATEGIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/17/2013

SIE

Date: 10/1/2018

Series 7

Date: 1/2/2013

Current Firm

ASTORIA STRATEGIC WEALTH, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASTORIA STRATEGIC WEALTH, INC.

TRUST BUT VERIFY

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