# DEAN, JACOBSON FINANCIAL SERVICES, LLC

DEAN, JACOBSON FINANCIAL SERVICES, LLC of FORT WORTH, TX is an SEC-registered investment adviser.

## Registration

- CRD: 115879
- Type: SEC-registered investment adviser
- SEC file number: 801-77262
- Location: 3112 W. 4TH ST., FORT WORTH, TX, 76107
- Phone: 817-335-3214
- Latest filing: 2026-03-23
- Regulatory AUM: $519.4M
- Discretionary AUM: $519.4M
- Clients: 8
- Accounts: 917

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (7)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115879/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115879/similar
- Related entities: https://search.stillhousedata.com/firm/115879/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115879

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.