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, owner-operated registered investment adviser structured as an LLC and SEC-registered since 2012. The firm identifies itself as a capital allocator and serves both individual/family and institutional clients. Its fee arrangements are flexible: percentage of assets under management is the primary model, supplemented by hourly and fixed-fee engagements. The firm’s stated advisory capabilities include comprehensive financial planning and portfolio management for individuals, small businesses, and institutions. It also lists selection of other advisers and pension consulting as part of its service set. Dean, Jacobson does not classify itself as an active ESG investor and is not designated as a multi-state adviser in the available filings.