Dean, Jacobson Financial Services
Answer a few questions and
get matched with an advisor.
Learn more about Dean, Jacobson Financial Services
Overview
Dean, Jacobson Financial Services operates as a financial advisory firm based in Fort Worth, Texas. The company controls $347.6 million in total assets over 805 client accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). The firm has a small team, including 5 financial advisors. Dean, Jacobson Financial Services is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like options, stocks and bonds.
Dean, Jacobson Financial Services administers all of its accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction choices for the client's account without requiring client authorization. The firm supervises about $431,850 in assets for each account. An average financial advisor at Dean, Jacobson Financial Services oversees around 161 client accounts.
Dean, Jacobson Financial Services's headquarters is located at 3112 W. 4Th St., Fort Worth, Texas 76107. The firm is registered to serve investors throughout 7 states, including California, Colorado, Florida, Louisiana, Ohio, Oklahoma and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dean, Jacobson Financial Services by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$347.6 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
7
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
805
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$431.8 thousand
Products and Services
Dean, Jacobson Financial Services offers multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. In the past financial year, the company provided financial planning services to 1-10 of its customers. The company is involved in selling products or offering services apart from investment advice to its customers. The company is also affiliated with one or more other service providers in the financial services industry, including with a pension consultant.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees depend on which services are provided. However, fee types billed by the company likely include some blend of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Dean, Jacobson Financial Services.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company manages money for a number of different investors. The company works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 805 customers, Dean, Jacobson Financial Services's biggest client type is retail investors, but it also serves 137 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 34.77%
- Other Individuals - 59.14%
- Corporations - 3.3%
- Charitable Organizations - 2.79%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Dean, Jacobson Financial Services does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Dean, Jacobson Financial Services
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.