SourcingSourcing

DEAN, JACOBSON FINANCIAL SERVICES, LLC

C26
CRD 115879·SEC 801-77262·FORT WORTH, TX
AUM
$519.4M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DEAN, JACOBSON FINANCIAL SERVICES, LLC
CRD
115879
SEC file #
801-77262
EIN
751495851
DBA names
Dean, Jacobson Financial Services

Economics

AUM
$519.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$273.2M → $519.4M▲ +90%
Client mix
Individuals Other362
Individuals High Net Worth170
Charitable Organizations15
Corporations10
Pension Profit Sharing Plans7

Operations

Employees (total)
8
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
4 advisors → 7 advisors▲ +75%
Primary office
FORT WORTH TX
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
deanjacobson.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LOWRY, TIMOTHY, CLARK
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
LOWRY, TIMOTHY, CLARK
SCHMELTEKOPF, JEFFREY, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DEANJACOBSON.COM
Rdap Domain Creation Date
1997-11-20T05:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001869456
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2022-02-15
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
19
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001869456-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
3112 W. 4TH STREETFORT WORTH, TX 76107
Business
3112 W. 4TH STREETFORT WORTH, TX 76107
Edgar EIN
751495851
Edgar Recent Filings
13F-HR2026-04-28 · 0001869456-26-000002
13F-HR2026-02-03 · 0001869456-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-19T05:00:00Z
Rdap Domain Last Changed
2026-02-16T05:25:56Z
Rdap Nameservers
Ns1.hover.comNs2.hover.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
3275381
Trust Company Affiliate
No

People (6)

6
LOWRY, TIMOTHY, CLARK
IAR · Direct Owner · 37.5%
3275381
SCHMELTEKOPF, JEFFREY, JAMES
IAR · Direct Owner · 37.5%
2056563
DUMAS, JONATHAN, EVAN
IAR · Direct Owner · 17.5%
5614497
CHRISTOPHER DANIEL ADKINS
IAR
6485821
WILLIAM HAROLD TAYLOR
IAR
5742058
Mattison Grace Craig
IAR
7738885