DEAN, JACOBSON FINANCIAL SERVICES
Fort Worth, Texas
5.0
1 Review
Dean, Jacobson Financial Services is a prominent investment advisory firm based in Fort Worth, Texas. With over 230 individual clients and a staggering $347,639,000 in assets under management, the firm has established itself as a trusted partner in the financial industry. Offering a comprehensive range of services, Dean, Jacobson Financial Services caters to both individual and employer accounts. While the firm's assets under management consist of less than 30% from 401K and individual accounts, they possess the expertise and capability to effectively handle employer funds. Notably, all of the assets managed by the firm are discr...
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Assets Under Mgmt

$347.64M

Investment Professionals

5

Locations

0

% 401K & Individual

19%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.