Dean, Jacobson Financial Services, LLC
● SEC registered since 2012CRD 115879SEC# 801-77262Fort Worth, TX
Reg. AUM
$519.4M
Employees
8
Accounts
917
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 $519.4 million in regulatory assets under management and employs 8 people.
Dean, Jacobson Financial Services, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey James Schmeltekopf Control | President & Chief Compliance Officer | 25-50% | 1996 |
| Jonathan Evan Dumas Control | Managing Member | 10-25% | 2021 |
| Timothy Clark Lowry Control | Managing Member & Vice President | 25-50% | 2008 |
Frequently asked questions
How much does Dean, Jacobson Financial Services, LLC manage?
Dean, Jacobson Financial Services, LLC reports $519.4 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 8 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
| Address | 3112 W. 4th St., Fort Worth, TX 76107 |
| Phone | 817-335-3214 |
| Fax | 817-877-4710 |
| Office hours | 8:00a.m. To 5:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$519.4M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$519.4Mregulatory AUM
Discretionary $519.4M