DEAN, JACOBSON FINANCIAL SERVICES, LLC
Legal name: DEAN, JACOBSON FINANCIAL SERVICES
CRD #115879 SEC #801-77262 FORT WORTH, TX 817-335-3214
SEC Registered
Total AUM
$467.3M
Discretionary
$467.3M
Employees
6
Clients
10
Accounts
859
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $467.3M | $467.3M | $0 | 6 | 2 |
| Mar 2024 | $409.5M | $409.5M | $0 | 6 | 7 |
| Mar 2023 | $347.6M | $347.6M | $0 | 7 | 9 |
| Nov 2022 | $359.4M | $359.4M | $0 | 7 | 5 |
| Jul 2022 | $359.4M | $359.4M | $0 | 7 | 5 |
| Mar 2022 | $359.4M | $359.4M | $0 | 7 | 5 |
| Mar 2021 | $345.4M | $345.4M | $0 | 7 | 81 |
| Jun 2020 | $321.3M | $321.3M | $0 | 7 | 60 |
| Mar 2020 | $321.3M | $321.3M | $0 | 7 | 60 |
| Mar 2019 | $273.2M | $273.2M | $0 | 7 | 2 |
| Apr 2018 | $268.1M | $268.1M | $0 | 7 | 0 |
| Mar 2018 | $268.1M | $268.1M | $0 | 7 | 0 |
| Mar 2017 | $226.7M | $226.7M | $0 | 8 | 570 |
| Mar 2016 | $206.3M | $206.3M | $0 | 8 | 565 |
| Mar 2015 | $219M | $219M | $0 | 8 | 300 |
| Mar 2015 | $219M | $219M | $0 | 8 | 300 |
| Feb 2014 | $205M | $205M | $0 | 9 | 250 |
| Mar 2013 | $205M | $205M | $0 | 9 | 250 |
| Oct 2012 | $105.2M | $105.2M | $0 | 10 | 26 |
| Oct 2012 | $105.2M | $105.2M | $0 | 11 | 26 |
DateMar 2025
Total AUM$467.3M
Discretionary$467.3M
Non-Disc.$0
Employees6
Clients2
DateMar 2024
Total AUM$409.5M
Discretionary$409.5M
Non-Disc.$0
Employees6
Clients7
DateMar 2023
Total AUM$347.6M
Discretionary$347.6M
Non-Disc.$0
Employees7
Clients9
DateNov 2022
Total AUM$359.4M
Discretionary$359.4M
Non-Disc.$0
Employees7
Clients5
DateJul 2022
Total AUM$359.4M
Discretionary$359.4M
Non-Disc.$0
Employees7
Clients5
DateMar 2022
Total AUM$359.4M
Discretionary$359.4M
Non-Disc.$0
Employees7
Clients5
DateMar 2021
Total AUM$345.4M
Discretionary$345.4M
Non-Disc.$0
Employees7
Clients81
DateJun 2020
Total AUM$321.3M
Discretionary$321.3M
Non-Disc.$0
Employees7
Clients60
DateMar 2020
Total AUM$321.3M
Discretionary$321.3M
Non-Disc.$0
Employees7
Clients60
DateMar 2019
Total AUM$273.2M
Discretionary$273.2M
Non-Disc.$0
Employees7
Clients2
DateApr 2018
Total AUM$268.1M
Discretionary$268.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$268.1M
Discretionary$268.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$226.7M
Discretionary$226.7M
Non-Disc.$0
Employees8
Clients570
DateMar 2016
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees8
Clients565
DateMar 2015
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees8
Clients300
DateMar 2015
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees8
Clients300
DateFeb 2014
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees9
Clients250
DateMar 2013
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees9
Clients250
DateOct 2012
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees10
Clients26
DateOct 2012
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees11
Clients26