DEAN, JACOBSON FINANCIAL SERVICES, LLC of FORT WORTH, TX is an SEC-registered investment adviser (CRD 115879). Regulatory assets under management: $519.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jeffrey James Schmeltekopf | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Timothy Clark Lowry | MANAGING MEMBER & VICE PRESIDENT | — |
| Jonathan Evan Dumas | MANAGING MEMBER | — |
| JACOBSON DON ARTHUR | MANAGING MEMBER/PARTNER | — |
| SCHMELTEKOPF JEFFREY JAMES | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| LOWRY TIMOTHY CLARK | MANAGING MEMBER/PARTNER; MANAGING MEMBER & VICE PRESIDENT | — |
| DUMAS JONATHAN EVAN | MANAGING MEMBER; MANAGING MEMBER/PARTNER | — |