JEFFREY J. SCHMELTEKOPF CLU, CHFC®, CFP®, AIF®

JEFFREY J. SCHMELTEKOPF CLU, CHFC®, CFP®, AIF®

Financial Advisor | Partner

Jeffrey J. Schmeltekopf, CLU, ChFC®, CFP®AIF® is Co-Owner and Partner of Dean, Jacobson Financial Services, LLC and has been with the firm since 1989. In addition to his role as Owner/Partner and Financial Advisor, Jeff is also the firm’s Chief Compliance Officer (CCO).  Jeff specializes in the areas of investment management, wealth planning, fiduciary principles, and risk management planning, and has been active in wealth management, financial planning and related areas his entire career. He serves on the firm’s Investment Allocations and Model Portfolios Committee focusing on areas of compliance and risk management. Jeff is a graduate of Baylor University, Waco, Texas with a Bachelor of Business Administration (BBA) in Marketing.

Jeff has earned several professional designations including, CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), Accredited Investment Fiduciary® Designee (AIF®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®).  He has completed multiple executive education programs at some of the nation’s most prominent business and management schools, including University of Chicago, University of Pennsylvania, MIT, Yale, UCLA, Northwestern, Notre Dame, and Duke University.  Jeff’s professional licenses include Series 7 (General Securities), Series 63, Series 24 (Registered Principal), and Series 51 (Municipal Principal).  Jeff is also a member of several professional organizations including the Financial Planners Association (FPA), National Association of Charitable Gift Planners, Lone Star Council of Charitable Gift Planners, Estate Planning Council of North Texas, Fort Worth Business and Estate Council, and the Society of Financial Service Professionals (SFSP), in which he previously served on its Board.

Jeff is and has been recognized multiple times as a “FIVE STAR Wealth Manager” by Texas Monthly magazine* and has earned numerous distinctions and recognitions from investment and financial firms across the nation.  He has been a featured speaker on investment, risk management, and financial planning topics at conferences and events all across Texas and nationally, as well as a guest lecturer at Baylor University’s Hankamer School of Business and Truett Seminary.

Jeff is the son of a prominent Texas Baptist minister and became an ordained deacon at the age of 28.  He has been an actively involved church member for over 40 years, serving in numerous leadership and teaching capacities.  Jeff is also very involved in his local community, serving on several charitable organizations and advisory boards. Currently, he is serving in his 14th year as Chair of the Baylor Business Network of Fort Worth and is a 2014 charter member of the Board of Governors for the Baylor Club in Waco, Texas. He also serves as Chair of Baylor’s Truett Seminary Board of Advocates. Jeff is Chair of Baylor Scott & White North Texas Operating, Policies and Procedure Board, which governs ten major hospitals and health care centers across north Texas, and also serves on the Board of Trustees for Baylor Scott & White All Saints Medical Center, serving on its Executive, MEC, and Ethics committees. He has also been appointed to serve on the Board of Trustees for the Texas Medical Foundation Health Quality Institute in Austin, Texas.  Jeff is a past Chairman of the Board of Directors for Junior Achievement of The Chisholm Trail, Inc. (JA) and former Chair of JA’s Resource Development committee.  He has also volunteered as a Personal Finance, Economics and Business Ethics teacher for JA.  Jeff served for 12 years on the Board of Directors for Senior Citizen Services (SCS) of Greater Tarrant County holding the positions of Treasurer and Chair of the Finance and Endowment Investment committees.  He now serves on the Community Advisory Council of ‘Sixty & Better’ (formerly SCS).  Jeff is also a member of the Board of Directors for the Fort Worth Symphony Orchestra (FWSO) and is Chair of the FWSO Executive Committee as well as Chair of the Endowment Investment committee and co-trustee for the FWSO Endowment Trust.  Jeff also serves as a member of the FWSO Chairman’s Council.

Jeff grew up in Burleson, Texas, a suburb of Fort Worth, and has lived in this area most of his life. He is married to Judy, and they have 4 children: Emily (a graduate of TCU and married to Dr. Robert Nichols), Eric (a graduate of Baylor and Truett Seminary and married to Darian), Charly (a graduate of Baylor), and Ellie (a graduate of Baylor and married to Jonathan Hatley).  They are also proud grandparents of four grandchildren: Jeffrey Davis Nichols, William Robert Nichols, Noah Edward Schmeltekopf, and Caroline Elizabeth Nichols.  When not consumed by work and family activities (especially with their grandkids!), Jeff and his wife love to travel and are enthusiastic supporters of the Fort Worth Symphony Orchestra and Baylor University athletics.  Jeff is also an avid golf and tennis player.

 

 

*This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2020 Five Star Wealth Managers.