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DEAN, JACOBSON FINANCIAL SERVICES
DEAN, JACOBSON FINANCIAL SERVICES, LLC
CRD 115879 · SEC 801-77262
3112 W. 4TH ST., FORT WORTH, TX, 76107, United States
Phone
817-335-3214
Fax
817-877-4710
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$519.4M
Discretionary AUM
$519.4M
Team
8 total employees; 7 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 362 | $126.5M |
| High net worth individuals | 170 | $301.8M |
| Pension/profit sharing plans | 7 | $6.8M |
| Charitable organizations | 15 | $46.7M |
| Corporations/business entities | 10 | $37.6M |
States served
CA, CO, LA, OH, OK, TX, FL
All web addresses on file
Official SEC filing: View on IAPD