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Home > Retirement Planners > texas > fort worth > DEAN, JACOBSON FINANCIAL SERVICES
DEAN, JACOBSON FINANCIAL SERVICES
3112 W. 4th St.
Fort Worth, Texas 76107
Tel: 817-335-3214
About DEAN, JACOBSON FINANCIAL SERVICES
DEAN, JACOBSON FINANCIAL SERVICES, formally registered with the SEC as DEAN, JACOBSON FINANCIAL SERVICES. The firm was established in 10/26/2012. They have over 1 offices throughout the country.
DEAN, JACOBSON FINANCIAL SERVICES is a Fort Worth, Texas based Financial Planning firm with nearly $409,549,486 assets under management, offering retirement planning & investment advisory services to 808 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115879 |
| SEC# | 801-77262 |
| Assets Managed by Firm | $409,549,486 |
| No. of Clients | 808 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 808 | $409,549,486 |
| Individuals (other than high net worth individuals) | 340 | $87,769,966 |
| High net worth individuals | 146 | $263,497,371 |
| Pension and profit sharing plans | 10 | $2,874,438 |
| Charitable organizations | 14 | $33,034,414 |
| Corporations or other businesses | 8 | $22,373,297 |
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