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Dean, Jacobson Financial Services, LLC

● SEC registered since 2012CRD 115879SEC# 801-77262Fort Worth, TX
Export (members)
Reg. AUM
$467.3M
Employees
6
Accounts
859
Location
Fort Worth, TX

Dean, Jacobson Financial Services, LLC assets under management

Dean, Jacobson Financial Services, LLC is a registered investment adviser overseen by the SEC based in Fort Worth, TX. The firm has been registered since 2012. It reports $467.3 million in regulatory assets under management and employs 6 people.
www.deanjacobson.comView on SEC.gov ↗

Dean, Jacobson Financial Services, LLC owners & executives

3 reported
NameTitleOwnershipSince
Jeffrey James Schmeltekopf ControlPresident & Chief Compliance Officer25-50%1996
Jonathan Evan Dumas ControlManaging Member10-25%2021
Timothy Clark Lowry ControlManaging Member & Vice President25-50%2008

Frequently asked questions

How much does Dean, Jacobson Financial Services, LLC manage?

Dean, Jacobson Financial Services, LLC reports $467.3 million in regulatory assets under management on its Form ADV.

How many employees does Dean, Jacobson Financial Services, LLC have?

Dean, Jacobson Financial Services, LLC reports 6 employees.

Where is Dean, Jacobson Financial Services, LLC located?

Dean, Jacobson Financial Services, LLC is based in Fort Worth, TX and has been SEC-registered since 2012.

Does Dean, Jacobson Financial Services, LLC disclose fund performance?

Dean, Jacobson Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3112 W. 4th St., Fort Worth, TX 76107
Phone817-335-3214
Fax817-877-4710
Office hours8:00a.m. To 5:30p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$467.3M
Non-discretionary$0
Total (RAUM)$467.3M