Dean, Jacobson Financial Services
Dean, Jacobson Financial Services (CRD# 115879) is a financial advisory firm headquartered in Fort Worth, TX. They manage $206,300,000 in 565 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management206MILLION
Total Number of Accounts565ACCOUNTS
Average Account Value$365,133
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Jonathan Dumas (CRD# 5614497) is an Investment Advisor Representative working at Dean, Jacobson Financial Services in Fort Worth, TX and has over 9 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.
Timothy Lowry (CRD# 3275381) is an Investment Advisor Representative working at Dean, Jacobson Financial Services in Fort Worth, TX and has over 17 years of experience in the finance industry.