Dean, Jacobson Financial Services
Dean, Jacobson Financial Services is an SEC-registered mass-market adviser in Fort Worth, TX with $519.4M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Dean, Jacobson Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115879, SEC 801-77262, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $519.4M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Fort Worth, TX
- Employees
- 8
- Clients
- 564
- CRD
- 115879
- Ownership
- LOWRY, TIMOTHY, CLARK; JACOBSON, DON, ARTHUR; SCHMELTEKOPF, JEFFREY, JAMES; DUMAS, JONATHAN, EVAN
How much AUM does Dean, Jacobson Financial Services have?
Dean, Jacobson Financial Services reported $519.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Dean, Jacobson Financial Services?
Disclosed owners and executives of Dean, Jacobson Financial Services include LOWRY, TIMOTHY, CLARK, JACOBSON, DON, ARTHUR, SCHMELTEKOPF, JEFFREY, JAMES, DUMAS, JONATHAN, EVAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.