{
  "crd_number": 115879,
  "slug": "dean-jacobson-financial-services-fort-worth-tx-115879",
  "primary_business_name": "DEAN, JACOBSON FINANCIAL SERVICES",
  "legal_name": "DEAN, JACOBSON FINANCIAL SERVICES, LLC",
  "dbas": [],
  "city": "Fort Worth",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-10-26",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 519412773.0,
  "raum_discretionary": 519412773.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 46665023.0,
      "count": 15
    },
    "individuals": {
      "raum": 126455969.0,
      "count": 362
    },
    "pension_profit_sharing": {
      "raum": 6841655.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 301822196.0,
      "count": 170
    },
    "corporations_other_businesses": {
      "raum": 37627930.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "LA",
    "OH",
    "OK",
    "TX"
  ],
  "websites": [
    "https://deanjacobson.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115879",
  "city_as_filed": "FORT WORTH",
  "url": "https://advisorcensus.com/firm/dean-jacobson-financial-services-fort-worth-tx-115879",
  "display_name": "Dean, Jacobson Financial Services",
  "summary": "Dean, Jacobson Financial Services is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Dean, Jacobson Financial Services (CRD 115879): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Dean, Jacobson Financial Services compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dean, Jacobson Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Dean, Jacobson Financial Services located?",
      "a": "Dean, Jacobson Financial Services' principal office is in Fort Worth, TX, according to its Form ADV."
    },
    {
      "q": "Is Dean, Jacobson Financial Services registered with the SEC or a state?",
      "a": "Dean, Jacobson Financial Services is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 115879."
    },
    {
      "q": "How much does Dean, Jacobson Financial Services manage?",
      "a": "Dean, Jacobson Financial Services reports $519,412,773 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Dean, Jacobson Financial Services' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Dean, Jacobson Financial Services: Regulatory assets under management: $345,373,359 in the October 2021 data and $519,412,773 in the October 2026 data, up 50%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Dean, Jacobson Financial Services serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (362); high net worth individuals (170); charitable organizations (15)."
    },
    {
      "q": "Which custodians does Dean, Jacobson Financial Services use?",
      "a": "Dean, Jacobson Financial Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Dean, Jacobson Financial Services report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/115879"
    },
    {
      "q": "What changed in Dean, Jacobson Financial Services' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $467,303,622 to $519,412,773 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 345373359.0,
      "total_employees": 7,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 359420979.0,
      "total_employees": 7,
      "filing_date": "2022-07-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 347638859.0,
      "total_employees": 7,
      "filing_date": "2023-03-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 409549486.0,
      "total_employees": 6,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 467303622.0,
      "total_employees": 6,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 519412773.0,
      "total_employees": 8,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7.",
        "Regulatory assets under management went from $467,303,622 to $519,412,773 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/dean-jacobson-financial-services-fort-worth-tx-115879.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 362,
      "fewer_than_5": false,
      "raum": 126455969.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 170,
      "fewer_than_5": false,
      "raum": 301822196.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 6841655.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 15,
      "fewer_than_5": false,
      "raum": 46665023.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 37627930.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115879",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}