RIA Intel›Advisers›Texas›DEAN, JACOBSON FINANCIAL SERVICES, LLC

DEAN, JACOBSON FINANCIAL SERVICES, LLC

Advisory

N·FORT WORTH, TX

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$519M
1-Year AUM Growth
+14.1%
3-Year CAGR
+8.9%
Employees
7
Assets Under Management
Total AUM$519M
Discretionary AUM$519M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients544
Team
Total Employees7
Investment Advisers8
Employee Growth (1Y)+20.0%
Filing History
Total Filings on Record19
First FilingOct 10, 2012
Latest FilingMar 23, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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