Dean, Jacobson Financial Services

RIASEC Registered

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, LLC is an independent registered investment adviser that has been SEC-registered since 2012. The firm is owned by an individual and acts as a capital allocator for a mix of individual/family and institutional clients. Its advisory offering centers on financial planning and portfolio management across both retail and institutional segments, and includes pension consulting services and selection-of-other-advisers work. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.