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Don A. “Jake” Jacobson, CLU, ChFC®

Jake Jacobson
817-335-3214

jake@deanjacobson.com

Jake on LinkedIn
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 a specialist 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 is a member of the BEI Network of Exit Planning Professionals and belongs to several financial planning professional organizations including the Society of Financial Service Professionals (SFSP), National Association of Insurance and Financial Advisors (NAIFA), and the Lone Star Council of Charitable Gift Planners.  He has been recognized multiple times as a “FIVE STAR Wealth Manager”* in Texas Monthly magazine and has earned numerous other distinctions and recognitions from investment and financial firms across the nation.

Jake currently serves as a member of the Finance Committee of the National Board of Osteopathic Medical Examiners, as well as serving as Treasurer for the MedStar 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., as a member of their Free Enterprise Society as well as a supporter of Camp Fire First Texas, serving as past co-chair of their annual gala, An Artists’ Christmas.

Jake is a Texan by choice. He grew up in Wisconsin where he attended Superior State University, then chose to relocate to the Dallas/Fort Worth metroplex to begin his career in financial services. Jake is married to Linda Jacobson, and they have three sons; Justin (married to Rachael), Kirby (married to Angela), and Russell (married to Amie).  Jake is also a proud grandfather of five grandchildren (Kinsley, Gracelyn, Conley, Lillian and Brek).  When away from the office, Jake is an accomplished water skier and enjoys snow skiing, occasional rounds of golf, and brewing his own craft beer.

 

 

*Award 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 – 2017 Five Star Wealth Managers.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Adviser, member FINRA/SIPC.  Other advisory services and investment advice offered through Dean, Jacobson Financial Services, LLC, a Registered Investment Adviser, and separate entity from LPL Financial.
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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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