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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-16-1986
- Office Locations
- 1
Office Locations
About Dean, Jacobson Financial Services
Dean, Jacobson Financial Services is a Fort Worth, TX firm providing comprehensive financial planning alongside investment management, risk management, and retirement plan services for business owners and their employees. The team emphasizes coordinated planning across investments, taxes, insurance, and estate considerations. Portfolios include broad use of public funds and ETFs (per public reporting) and are custodied through LPL Financial. The practice highlights a relationship-driven, team-based approach with 55+ years of client service.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TIMOTHY CLARK LOWRY
Managing Member, Partner, VICE PRESIDENT
- CRD
- #3275381
- Ownership
- 25% but less than 50%
JEFFREY JAMES SCHMELTEKOPF
Advisor, Chief Compliance Officer, President
- CRD
- #2056563
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
CHRISTOPHER DANIEL ADKINS
Financial Advisor, General Partner
- CRD
- #6485821
Mattison Grace Craig
--
- CRD
- #7738885
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $519,412,773 | $566,426 |
| Non-Discretionary | $0 | -- |
| Total | $519,412,773 | $566,426 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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