DEAN, JACOBSON FINANCIAL SERVICES, LLC
Doing business as DEAN, JACOBSON FINANCIAL SERVICES. SEC Form ADV profile.
Total regulatory AUM
$519,412,773
Discretionary
$519,412,773
Non-discretionary
$0
Firm details
- CRD number
- 115879
- SEC file number
- 801-77262
- Main office
- FORT WORTH, TX, United States
- Employees
- 8
- SEC status
- Approved
- Website
- HTTP://WWW.DEANJACOBSON.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.