Associate Financial Advisor
Christopher D. Adkins, MBA, CFP® is an Associate Financial Advisor of Dean, Jacobson Financial Services, LLC and has been with the firm since 2019. He entered the wealth management industry in 2015 as an Associate with Liberty Financial Management, an independent financial firm in Southern Illinois. Chris’ areas of specialty include investment management, analysis and research, portfolio analytics, and financial plan construction. He is also the firm’s operations manager of securities trading and serves on the Investment Allocations and Portfolio Models Committee.
Chris’ primary focus areas within the firm are investment analytics, the detailed creation of comprehensive financial plans, conducting statistical analysis and projections that drive recommendations, and working closely with clients during the implementation stage of investment allocations and the financial planning process. He also facilitates daily trading operations, assists in ongoing model portfolio management, and conducts extensive performance and risk analysis focused on the tactical (Dynamic Asset Allocation) portion of the firm’s investment models.
Chris is a two-time graduate of Southern Illinois University (SIU) with a Bachelor of Science (BS) in Management and a Master of Business Administration (MBA) in Finance. During his time at SIU, Chris competed as a student-athlete on the Saluki football team playing defensive back and earned the Missouri Valley Football Conference Commissioner’s Academic Excellence Award on multiple occasions. Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and a member of the Financial Planning Association (FPA). Chris’ professional licenses include Series 7 (General Securities), and Series 66.
Chris is a native of California but moved to Texas at the age of 2 and was raised in Coppell, Texas. He is married to Callie, and they have a beautiful, 1-year old daughter, Audrey James. Chris’ hobbies include fishing, waterfowl hunting, golf, and finding new ways to enjoy the outdoors with friends and family.
