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. He currently serves as the Firm’s Vice President and Chief Compliance Officer. 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.
He 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). Jeff is a member of numerous professional organizations including the Financial Planners Association (FPA), Society of Financial Service Professionals (SFSP), Partnership for Philanthropic Planning (PPP), and the American Society for Healthcare Risk Managers (ASHRM).
Jeff 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. Jeff has been a contributing guest on World Business Review and has been a featured speaker on numerous 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 very active in his church in downtown Fort Worth where he has been a member for over 20 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. He is currently Chairman of the Baylor Business Network of Fort Worth and was a 3-term President of the Fort Worth Baylor Alumni Association. He is serving in his 8th year on the Board of Directors for Senior Citizen Services of Greater Tarrant County (an affiliate agency of the United Way) holding the position of Treasurer, Chairman of the Finance Committee, and a member of the Executive, Personnel and Development Committees. Jeff is also on the Board of Trustees for Baylor All Saints Medical Center (part of the Baylor Health Care System) serving on the Finance and Ethics Committees. He is a member of the Board of Directors for the Fort Worth Symphony Orchestra, and the Board of Directors for Junior Achievement of The Chisholm Trail, Inc., where he serves on the Executive Committee. Jeff is a volunteer Economics and Business Ethics teacher for high school level Junior Achievement and a member of their Free Enterprise Society.
Jeff grew up in Burleson, 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 Student Doctor Robert Nichols), Eric (a senior at Baylor), Charly (a sophomore at Baylor) and Ellie (a freshman at Baylor). When not consumed by work and family activities, Jeff and his wife love to travel and are enthusiastic supporters of the Fort Worth Symphony Orchestra and Baylor University. Jeff is also an avid golf and tennis player.
*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.