Dean, Jacobson Financial Services

Dean, Jacobson Financial Services (CRD# 115879) is a financial advisory firm headquartered in Fort Worth, TX. They manage $321,261,105 in 697 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
3112 W. 4th St., Fort Worth, TX 76107
http://www.deanjacobson.com
By the Numbers
  • Total Assets Under Management
    321
    MILLION
  • Total Number of Accounts
    697
    ACCOUNTS
  • Average Account Value
    $460,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, OH, OK, TX

Financial Advisors at Dean, Jacobson Financial Services
Showing 1 - 4 of 4 top financial advisors.
1
Jonathan Dumas, financial advisor Fort Worth TX
Jonathan E. Dumas
CRD#: 5614497
3112 W. 4th St., Fort Worth, TX 76107

Jonathan Dumas (CRD# 5614497) is an Investment Advisor Representative working at Dean, Jacobson Financial Services in Fort Worth, TX and has over 11 years of experience in the finance industry. Jonathan Dumas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Timothy Lowry, financial advisor Fort Worth TX
Timothy C. Lowry
CRD#: 3275381
3112 W. 4th St., Fort Worth, TX 76107

Timothy Lowry (CRD# 3275381) is an Investment Advisor Representative working at Dean, Jacobson Financial Services in Fort Worth, TX and has over 20 years of experience in the finance industry.

3
William Taylor, financial advisor Fort Worth TX
William H. Taylor
CRD#: 5742058
3112 W. 4th St., Fort Worth, TX 76107

William Taylor (CRD# 5742058) is an Investment Advisor Representative working at Dean, Jacobson Financial Services in Fort Worth, TX and has over 8 years of experience in the finance industry.

4
Christopher Adkins, financial advisor Fort Worth TX
Christopher D. Adkins
CRD#: 6485821
3112 W. 4th St., Fort Worth, TX 76107

Christopher Adkins (CRD# 6485821) is an Investment Advisor Representative working at Dean, Jacobson Financial Services in Fort Worth, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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