DEAN, JACOBSON FINANCIAL SERVICES

Legal name: DEAN, JACOBSON FINANCIAL SERVICES, LLC

CRD 115879File 801-77262

APPROVED

Retail clients

Custody

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$519.4M

Above cohort median (national)

Discretionary AUM

$519.4M

Clients

564

917 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Oct 26, 2012
Principal office: 3112 W. 4TH ST., FORT WORTH, TX, 76107
Phone: 817-335-3214
Website: HTTP://WWW.DEANJACOBSON.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $519.4M
Discretionary AUM: $519.4M
Non-discretionary AUM: $0
Discretionary accounts: 917
Non-discretionary accounts: 0
Total accounts: 917
AUM per client: $921K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	10	$37.6M
Charitable organizations	15	$46.7M
High net worth individuals	170	$301.8M
Pension and profit sharing plans	7	$6.8M
Individuals (other than high net worth individuals)	362	$126.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.