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).

By the Numbers
  • Total Assets Under Management
    410
    MILLION
  • Total Number of Accounts
    808
    ACCOUNTS
  • 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
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 - 2 of 2 top financial advisors.
1
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 11 years of experience in the finance industry.

2
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 over 4 years of experience in the finance industry.

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