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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DEAN, JACOBSON FINANCIAL SERVICES

DEAN, JACOBSON FINANCIAL SERVICES, LLC, CRD 115879

FORT WORTH, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a51f4c2-75c9-0fe5-bc5b-37efee51a927

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Oct 10, 2012 to Mar 23, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=6.0
Regulatory AUM: $519MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $519M
Private client RAUM: $428MderivedItem 5.D individuals plus high net worth individuals
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $86.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 917
Individual clients: 362
High net worth clients: 170
Custody, client assets: $454M
SEC number: 801-77262
CRD: 115879
Filings on the tape: 22
First filed: Oct 10, 2012
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, TX
Website: deanjacobson.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY JAMES SCHMELTEKOPF	Certified Financial Planner\|Chartered Financial Consultant	FORT WORTH, TX	35	36	n/a	yes
TIMOTHY CLARK LOWRY	n/a	FORT WORTH, TX	18	26	n/a	yes
JONATHAN EVAN DUMAS	Certified Financial Planner	FORT WORTH, TX	13	17	2	yes
WILLIAM HAROLD TAYLOR	n/a	FORT WORTH, TX	11	15	n/a	yes
CHRISTOPHER DANIEL ADKINS	n/a	FORT WORTH, TX	5	12	n/a	yes
Mattison Grace Craig	n/a	FORT WORTH, TX	1	10	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DUMAS, JONATHAN, EVAN	MANAGING MEMBER	B	yes	01/2021	Mar 26, 2021	Mar 14, 2024
LOWRY, TIMOTHY, CLARK	MANAGING MEMBER & VICE PRESIDENT	C	yes	01/2008	Oct 10, 2012	Mar 14, 2024
SCHMELTEKOPF, JEFFREY, JAMES	PRESIDENT & CHIEF COMPLIANCE OFFICER	C	yes	03/1996	Oct 10, 2012	Mar 14, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JADE PLAN SERVICES INC.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$519M	$519M	8	7	0	n/a	n/a
2024	Mar 14, 2025	$467M	$467M	6	6	0	n/a	n/a
2023	Mar 14, 2024	$410M	$410M	6	6	0	n/a	n/a
2022	Mar 20, 2023	$348M	$348M	7	5	0	n/a	n/a
2021	Mar 8, 2022	$359M	$359M	7	5	0	n/a	n/a
2020	Mar 26, 2021	$345M	$345M	7	5	0	n/a	n/a
2019	Mar 19, 2020	$321M	$321M	7	5	0	n/a	n/a
2018	Mar 27, 2019	$273M	$273M	7	4	0	n/a	n/a
2017	Mar 22, 2018	$268M	$268M	7	4	0	n/a	n/a
2016	Mar 8, 2017	$227M	$227M	8	4	n/a	n/a	n/a
2015	Mar 21, 2016	$206M	$206M	8	4	n/a	n/a	n/a
2014	Mar 30, 2015	$219M	$219M	8	4	n/a	n/a	n/a
2013	Feb 21, 2014	$305M	$220M	8	4	n/a	n/a	n/a
2012	Mar 27, 2013	$205M	$205M	9	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$519M	$467M	11.2%	$348M	14.3%	8	6	0	0

Relationships

Registered with (6)

← Mattison Grace CraigAdvisorregistration: current employment
Sep 2, 2025 to presentfactForm ADV
← CHRISTOPHER DANIEL ADKINSAdvisorregistration: current employment
Sep 21, 2020 to presentfactForm ADV
← WILLIAM HAROLD TAYLORAdvisorregistration: current employment
Oct 22, 2014 to presentfactForm ADV
← JONATHAN EVAN DUMASAdvisorregistration: current employment
Sep 12, 2013 to presentfactForm ADV
← TIMOTHY CLARK LOWRYAdvisorregistration: current employment
Mar 5, 2008 to presentfactForm ADV
← JEFFREY JAMES SCHMELTEKOPFAdvisorregistration: current employment
Nov 9, 1990 to presentfactForm ADV

Controls (3)

← SCHMELTEKOPF, JEFFREY, JAMESOwnerPRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Oct 10, 2012 to Mar 14, 2024factForm ADV
← LOWRY, TIMOTHY, CLARKOwnerMANAGING MEMBER & VICE PRESIDENT, ownership code C, individual
Oct 10, 2012 to Mar 14, 2024factForm ADV
← DUMAS, JONATHAN, EVANOwnerMANAGING MEMBER, ownership code B, individual
Mar 26, 2021 to Mar 14, 2024factForm ADV

Dated events

Occurred
Mar 14, 2024
Control person left
Arthur Don Jacobson (Managing Member/Partner) no longer on Schedule A of Dean, Jacobson Financial Services (listed 2023-03-20, absent 2024-03-14)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2021
Control person joined
Evan Jonathan Dumas (Managing Member/Partner) appeared on Schedule A of Dean, Jacobson Financial Services
Form ADVobserved 5 days ago
Occurred
Oct 10, 2012
First Form ADV filing
Dean, Jacobson Financial Services filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a51f4c2-75c9-0fe5-bc5b-37efee51a927
First observed: Oct 10, 2012
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DEAN, JACOBSON FINANCIAL SERVICES

DEAN, JACOBSON FINANCIAL SERVICES, LLC, CRD 115879

FORT WORTH, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a51f4c2-75c9-0fe5-bc5b-37efee51a927

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:55 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY JAMES SCHMELTEKOPF

Certified Financial Planner|Chartered Financial Consultant

FORT WORTH, TX

n/a

yes

TIMOTHY CLARK LOWRY

n/a

FORT WORTH, TX

n/a

yes

JONATHAN EVAN DUMAS

Certified Financial Planner

FORT WORTH, TX

yes

WILLIAM HAROLD TAYLOR

n/a

FORT WORTH, TX

n/a

yes

CHRISTOPHER DANIEL ADKINS

n/a

FORT WORTH, TX

n/a

yes

Mattison Grace Craig

n/a

FORT WORTH, TX

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DUMAS, JONATHAN, EVAN

MANAGING MEMBER

yes

01/2021

Mar 26, 2021

Mar 14, 2024

LOWRY, TIMOTHY, CLARK

MANAGING MEMBER & VICE PRESIDENT

yes

01/2008

Oct 10, 2012

Mar 14, 2024

SCHMELTEKOPF, JEFFREY, JAMES

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

03/1996

Oct 10, 2012

Mar 14, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JADE PLAN SERVICES INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$519M

n/a

2024

Mar 14, 2025

$467M

n/a

2023

Mar 14, 2024

$410M

n/a

2022

Mar 20, 2023

$348M

n/a

2021

Mar 8, 2022

$359M

n/a

2020

Mar 26, 2021

$345M

n/a

2019

Mar 19, 2020

$321M

n/a

2018

Mar 27, 2019

$273M

n/a

2017

Mar 22, 2018

$268M

n/a

2016

Mar 8, 2017

$227M

n/a

2015

Mar 21, 2016

$206M

n/a

2014

Mar 30, 2015

$219M

n/a

2013

Feb 21, 2014

$305M

$220M

n/a

2012

Mar 27, 2013

$205M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$519M

$467M

11.2%

$348M

14.3%