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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | C | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | C | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | C | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | C | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | C | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | C | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | C | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | C | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | C | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | C | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | C | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | C | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | C | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | C | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | C | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | C | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | C | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | C | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | C | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | C | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | C | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | C | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | C | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | C | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | C | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | C | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER & VICE PRESIDENT | C | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER & VICE PRESIDENT | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHMELTEKOPF, JEFFREY, JAMES | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| DUMAS, JONATHAN, EVAN | I | MANAGING MEMBER/PARTNER | B | Control |
| DUMAS, JONATHAN, EVAN | I | MANAGING MEMBER/PARTNER | B | Control |
| DUMAS, JONATHAN, EVAN | I | MANAGING MEMBER/PARTNER | B | Control |
| DUMAS, JONATHAN, EVAN | I | MANAGING MEMBER/PARTNER | B | Control |
| DUMAS, JONATHAN, EVAN | I | MANAGING MEMBER/PARTNER | B | Control |
| DUMAS, JONATHAN, EVAN | I | MANAGING MEMBER | B | Control |
| DUMAS, JONATHAN, EVAN | I | MANAGING MEMBER | B | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | B | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | B | Control |
| JACOBSON, DON, ARTHUR | I | MANAGING MEMBER/PARTNER | B | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | B | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | B | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | B | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | B | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | B | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | B | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | B | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | B | Control |
| LOWRY, TIMOTHY, CLARK | I | MANAGING MEMBER/PARTNER | B | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (7)
CA CO FL LA OH OK TX
Address
3112 W. 4TH ST.FORT WORTH, TX 76107
United States
Phone: 817-335-3214