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About Us

Discover the dedication and excellence we bring to everything we do.

OUR STORY         OUR TEAM        OUR COMMITMENT        OUR MISSION        FORM ADV II

Our Story

It’s uncommon to find a firm that has successfully provided unparalleled personal attention to its clients for more than 50 years. We attribute much of our growth and longevity to our personal relationships with our clients, independent and unbiased financial advice, and a team-based approach.

From the beginning, our deliberate organizational pattern of independence has remained a core conviction. Whether in the areas of insurance, investments, or any other financial product or service, we have always preserved our inherent freedom to offer unbiased financial guidance. Additionally, this guidance has been grounded in the pooled experience and expertise of all our partners – since our clients are clients of the firm, not individual advisors. This commitment allows our energies to be focused solely on understanding your financial goals and offering impartial strategies to the challenges of wealth accumulation, preservation and management that are solely in your best interests.

Our firm was founded in 1967 by William H. “Country” Dean who was joined by Don “Jake” Jacobson in 1980. This dynamic partnership initiated much of the diversification of services that has fueled our success over the years. Jeff Schmeltekopf joined the firm in 1989 and we continued to flourish into a statewide comprehensive financial planning business with enhanced client services.

Unparalleled Service

We attribute much of our growth and longevity to our personal relationships with our clients, independent and unbiased financial advice, and a team-based approach.

These three partners worked alongside each other until Country Dean’s retirement in 2002, which was also the year Tim Lowry joined the firm. Since 2002, our firm has continued to experience significant growth as well as expanded investment offerings.

Today, our firm is co-owned by Jake Jacobson, Jeff Schmeltekopf and Tim Lowry. This gradual, yet intentional evolution of ownership has been thoughtfully planned and implemented to assure our clients of our firm’s longevity, continuity and consistency of the highest level of service and advice.

Dean, Jacobson Financial Services is A Registered Investment Advisor and we provide independent investment advice and services, as well as wealth management and financial planning services to clients across the country. We are independently owned and operated and our advisors are also Registered Representatives of LPL Financial , A Registered Investment Advisor, Member FINRA/SIPC. All securities and investment products that we provide access to are through LPL Financial. LPL Financial is the nation’s largest independent Broker/Dealer and the leading independent source of financial services and investment advice.

 

*According to Financial Planning Magazine, 1996 – 2014, based on revenue.

 

Our Team

click an image below to view full bios of our team members

Jake Jacobson

Don A. “Jake” Jacobson
CLU, ChFC®

Financial Advisor | Partner
Jeff Schmeltekopf

Jeffrey J. Schmeltekopf
CLU, ChFC®, CFP®, AIF®

Financial Advisor | Partner
Tim Lowry

Timothy C. Lowry
CFP®, ChFC®

Financial Advisor | Partner
Jonathan Dumas

Jonathan E. Dumas, CFP®

Financial Advisor | Associate
Janis Hernandez

Janis C. Hernandez

Investment Client Services | Director
Will Taylor

Will H. Taylor

Investment Client Services
Dana Short

Dana D. Short

Client Relations | Director
Assistant to the Partners
Katherine Matina

Katherine M. Matina

Client Services | Receptionist
Judy Schmeltekopf

Judy G. Schmeltekopf

Internal Accounting

 

Our Commitment

Our client’s are the most important people to our firm. We are solely committed to helping our clients pursue their goals through the proper management of all available financial resources. Our firm’s foundation has always been built around providing confidential, independent and unbiased advice, which serve as pillars for our firm’s creed to our clients:

  •  Our clients are the most important people to this Firm.
  •  Our clients are not dependent on us. We are dependent on them.
  •  Our clients are not an interruption of our work, they are the purpose of it. We are not doing them a favor handling their inquiries, they are doing us a favor by giving us the opportunity to earn their business every day.
  •  Our clients rely on us to help them pursue their long-term financial goals. It is our job to do so profitably in order to assure our clients of our presence and service throughout their lifetimes and for generations beyond.

 

Our Mission

Our mission as a comprehensive financial planning / wealth management firm is to assist our clients toward a more comfortable and successful pursuit of financial independence.

“Comfortable” affirms our extraordinary commitment to provide unparalleled service and kindness to our clients, enhancing their quality of life through values-based planning, thereby freeing them to pursue their passions in life.

“Successful” recognizes that we do this not solely to amass more wealth for our clients, but through a holistic approach, we seek to carefully balance our clients’ desires for wealth accumulation and preservation with their emotional and psychological needs that so often play a vital, interrelated role in their ultimate attainment of financial contentment.

 

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We are located just west of downtown Fort Worth in the heart of the Cultural District.

Address: 3112 W 4th St, Fort Worth, TX 76107

Fort Worth: (817) 335-3214 | Dallas: (972) 445-5533 | Toll Free: (800) 321-0246

Fax: (817) 877-4710

© Copyright 2005-2014 Dean, Jacobson Financial Services, LLC. All Rights Reserved.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Adviser, Member FINRA / SIPC. Other advisory services, financial planning, and investment advice offered through Dean, Jacobson Financial Services, LLC, a Registered Investment Adviser, and separate entity from LPL Financial. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, IL, IN, IA, KS, KY, LA, MD, MS, MO, MT, NV, NH, NJ, NM, NC, OK, OR, PA, SD, TN, TX, UT, VA, WA

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