DEAN, JACOBSON FINANCIAL SERVICES
SEC RegisteredEnjoy Your Wealth
About the firm
Dean, Jacobson Financial Services, LLC is a financial advisory firm based in Fort Worth, TX that offers a patient, team-based process with comprehensive services delivered in concert. With over 85 years of combined advisor experience and a dedicated staff with over 70 years of combined experience, the firm is structured so that clients are clients of the firm rather than individual advisors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Strategic Wealth Management & Financial Planning, Investment Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, and Legacy Planning & Philanthropy.
Who they serve
Individuals seeking private wealth management, financial planning, and coordinated professional advice across all stages of life, including future generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 362 | $126M |
| High Net Worth Individuals | 170 | $302M |
| Charitable Organizations | 7 | $6.8M |
| State/Municipal Entities | 15 | — |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DEAN, JACOBSON FINANCIAL SERVICES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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