Dean, Jacobson Financial Services, Llc
- Regulatory AUM
- $519M
- Discretionary
- $519M
- Clients
- 564
- Avg AUM / client
- $921K
- Accounts
- 917
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 362 | $126M | 24.3% |
| High net worth individuals | 170 | $302M | 58.1% |
| Pension and profit sharing plans | 7 | $6.8M | 1.32% |
| Charitable organizations | 15 | $46.7M | 8.98% |
| Corporations and other businesses | 10 | $37.6M | 7.24% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey James Schmeltekopf | President & Chief Compliance Officer | CFP Chartered Financial Consultant | Nov 1990 (36y) | 25% – 50% |
| Timothy Clark Lowry | Managing Member & Vice President | Jan 2008 (19y) | 25% – 50% | |
| Jonathan Evan Dumas | Managing Member | CFP | Sep 2013 (13y) | 10% – 25% |
| William Harold Taylor | Registered representative | Oct 2014 (12y) | ||
| Christopher Daniel Adkins | Registered representative | Sep 2020 (6y) | ||
| Mattison Grace Craig | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $519M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗