DEAN, JACOBSON FINANCIAL SERVICES

RIASEC RegisteredEst. 2012

Total AUM

$519M

Discretionary

$519M

100% of AUM

Avg account

$566K

Accounts

917

Employees

Advisory reps

Firm details

Headquarters: FORT WORTH, Texas
CRD number: 115879
Registered since: October 26, 2012
Website: deanjacobson.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.11%
Individuals24.35%
Charitable Organizations8.98%
Corporations / Businesses7.24%
Pension & Profit Sharing Plans1.32%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Dean, Jacobson Financial Services is an independent registered investment adviser that combines portfolio management and financial planning for both individual/family and institutional clients. Founded and SEC-registered in 2012, the firm operates as an LLC and identifies as a capital allocator, supplementing delegated portfolio management with selection of third‑party managers. Its client work spans individual and small‑business portfolios as well as employer and institutional relationships; billing arrangements include percentage‑of‑AUM fees alongside hourly and fixed‑fee engagements. The firm does not position itself as an active ESG investor and is not structured as a multi‑state adviser.