Dean, Jacobson Financial Services, LLC
Dean, Jacobson Financial Services, LLC is an SEC-registered investment adviser based in Fort Worth, Texas. The firm manages investment portfolios for individuals (including high-net-worth individuals), charitable organizations, pension/profit-sharing plans, and corporations. As of March 2025, the firm manages approximately $467.3 million in assets for about 805 accounts, and employs 6 to 7 professionals. Founded to provide personalized investment advice and wealth management, they serve primarily U.S.-based clients.
Investment Strategy
Dean, Jacobson Financial Services, LLC offers discretionary investment management, tailoring portfolios to individual client risk tolerances and goals. The firm focuses on long-term wealth preservation and growth, allocating assets across equities, fixed income, ETFs, and other vehicles. Their approach emphasizes diversification, fundamental analysis, and a client-centric philosophy, with regular reviews and adjustments to accounts as needed.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 37.87% | $49.0M | 79,271 | $443.84 | $617.85 | -$5.6M |
B BIL | SPDR SERIES TRUST | 36.60% | $47.3M | 515,922 | $91.73 | $91.73 | +$22.7M |
I IEFA | ISHARES TR | 20.31% | $26.3M | 314,601 | $67.03 | $83.48 | +$1.2M |
J JPST | J P MORGAN EXCHANGE TRADED F | 2.32% | $3.0M | 59,146 | $50.65 | $50.68 | +$1.5M |
T TPL | TEXAS PACIFIC LAND CORPORATI | 0.72% | $934.9K | 885 | $416.29 | $1056.39 | -$237.7K |