Dean, Jacobson Financial Services
Dean, Jacobson Financial Services (CRD# 115879) is a financial advisory firm headquartered in Fort Worth, TX. They manage $409,549,486 in 808 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Dean, Jacobson Financial Services
By the Numbers
-
Total Assets Under Management410MILLION
-
Total Number of Accounts808ACCOUNTS
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Average Account Value$506,868
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
Registered Investment Advisor
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
1
William Taylor (CRD# 5742058) 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.
2
Christopher Adkins (CRD# 6485821) is an Investment Advisor Representative working at Dean, Jacobson Financial Services in Fort Worth, TX and has over 4 years of experience in the finance industry.
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