Don A. “Jake” Jacobson, CLU, ChFC®
is co-owner and Partner of Dean, Jacobson Financial Services, LLC. He has been with the Firm since 1980 and currently serves as the Firm’s President. Jake is also co-shareholder and President of Jade Plan Services, Inc
. (a Pension Administration Company he founded in 1982) and is an expert on ERISA regulations and retirement plan design. Jake has been active in wealth management, financial planning and retirement planning since 1975 with a special emphasis in the areas of investment management and pension administration. He earned the Chartered Financial Consultant (ChFC®
) and Chartered Life Underwriter (CLU) designations through the American College in Bryn Mawr, Pennsylvania.
Jake belongs to several professional organizations including the Society of Financial Service Professionals (SFSP), National Association of Insurance and Financial Advisors (NAIFA), and the Partnership for Philanthropic Planning (PPP). He has been recognized multiple times as a “FIVE STAR Wealth Manager – Best in Client Satisfaction”* by Texas Monthly magazine and has earned numerous distinctions and recognitions from investment and financial firms across the nation.
Jake has served as a Director and Board Member on several corporate and charitable boards. Currently, he is serving as a member of the Finance Committee of the National Board of Osteopathic Medical Examiners. He also serves on the Finance Committee for the United Methodist Central Texas Conference Foundation. He has previously served on the Colleyville United Methodist Gifts and Endowment Board and as the Finance Chairperson for the United Community Centers, a non-profit agency in partnership with the United Way of Tarrant County. Jake was a founding member of the United Community Centers Foundation and served as Chairperson of the United Methodist Central Texas Conference Board of Pensions. Jake is also a supporter of Junior Achievement of the Chisholm Trail, Inc. and is a member of their Free Enterprise Society.
Jake is a Texan by choice. He grew up in Wisconsin where he attended college then chose to relocate to the Dallas/Fort Worth metroplex to begin his career in financial services. Jake is married to Linda Jacobson (also with our firm), and they have three sons; Justin (married to Rachael), Kirby (married to Angela), and Russell (a senior at Texas Tech). Jake is also a proud grandfather of two grandchildren (Kinsley and Gracelyn). When away from the office, Jake is an accomplished water skier and enjoys snow skiing, occasional rounds of golf, and attending Dallas Stars hockey games.
*2014 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. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.