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 an Owner/Partner and Advisor, he serves as the firm’s Chief Compliance Officer (CCO). He is also co-shareholder and Vice President of JADE Plan Services, Inc. (a Pension Administration Company). Jeff specializes in the areas of investment management and risk management planning and has been active in wealth management, financial planning and related areas his entire career. Jeff is a graduate of Baylor University, Waco, Texas with a Bachelor of Business Administration (BBA) in Marketing. He began his career in the insurance industry in 1984, quickly rising to Director of Marketing for Texas Consumer Life Insurance Company in Waco, Texas.
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 (Booth), University of Pennsylvania (Wharton), MIT (Sloan), Yale, UCLA (Anderson), and Northwestern University (Kellogg). Jeff is also a member of several professional organizations including the Financial Planners Association (FPA), National Association of Charitable Gift Planners (CGP), and the Society of Financial Service Professionals (SFSP), in which he previously served on its Board of Directors.
Jeff has been recognized multiple times as a “FIVE STAR Wealth Manager”* in 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 several 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 is a member of historic Broadway Baptist Church in downtown Fort Worth where he has been involved for over 25 years, serving in numerous leadership and teaching capacities over the years. Jeff is also very involved in his local community, serving on several charitable organization and advisory boards. Currently, he is serving in his 11th year as Chairman of the Baylor Business Network of Fort Worth and is on the Board of Governors for the Baylor Club in Waco, Texas. Jeff is a member of Baylor Scott & White – North Texas Operating, Policy and Procedure Board (governing nine major hospitals and multiple health care centers) and also on the Board of Trustees for Baylor Scott & White All Saints Medical Center in Fort Worth, serving on its Finance and Ethics committees. Jeff is a past Chairman of the Board of Directors for Junior Achievement of The Chisholm Trail, Inc. (JA) and is currently the 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 Chairman of the Finance and Investment committees. He now serves on the Community Advisory Cabinet of ‘Sixty & Better’ (formerly SCS). Jeff is a member of the Board of Directors for the Fort Worth Symphony Orchestra (FWSO), as well as an officer on the FWSO Executive Committee, serving as Chairman of the Endowment Investment committee and as co-trustee for the FWSO Endowment Trust, as well as a member of the Finance and Joint committees.
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 married to Darian), Charly (a graduate of Baylor), and Ellie (a graduate of Baylor). They are also proud grandparents of two grandchildren, Jeffrey Davis Nichols and William Robert Nichols and are awaiting grandson #3, Noah Edward Schmeltekopf, due in May 2017. When not consumed by work and family activities (especially with their grandsons!), 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.
*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.