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DEAN, JACOBSON FINANCIAL SERVICES

FORT WORTH, TX · CRD 115879 · IAPD ↗ · deanjacobson.com · 817-335-3214

$519.4MRegulatory AUM
7Advisory reps
8Employees
4Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — DEAN, JACOBSON FINANCIAL SERVICES crossed $500M in regulatory AUM ($467.3M -> $519.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.