Overview
Assets Under Management: $467 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 157
Average Client Assets: $2 million
Frequently Asked Questions
DEAN, JACOBSON FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115879), DEAN, JACOBSON FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
DEAN, JACOBSON FINANCIAL SERVICES, LLC is headquartered in FORT WORTH, TX.
DEAN, JACOBSON FINANCIAL SERVICES, LLC serves 157 high-net-worth clients according to their SEC filing dated March 14, 2025. View client details ↓
According to their SEC Form ADV, DEAN, JACOBSON FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
DEAN, JACOBSON FINANCIAL SERVICES, LLC manages $467 million in client assets according to their SEC filing dated March 14, 2025.
According to their SEC Form ADV, DEAN, JACOBSON FINANCIAL SERVICES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.69
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 859
Discretionary Accounts: 859
Regulatory Filings
CRD Number: 115879
Filing ID: 1950098
Last Filing Date: 2025-03-14 12:20:00
Website: https://deanjacobson.com