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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 14, 2025 and March 23, 2026, reported AUM increased 11.2%, from $467.3M to $519.4M.
Across 5 reported observations, AUM increased 44.5% between November 8, 2022 and March 23, 2026, from $359.4M to $519.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 568 clients, or 81.1 clients per representative. That equates to $914.5K in reported AUM per client.
The profile lists 1 reported office location and 40 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Dean, Jacobson Financial Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Assistant Financial Advisor
- 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
SMA allocation detail is available
Dean, Jacobson Financial Services has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Dean, Jacobson Financial Services's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.