Updated November 21, 2023
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Dean Jacobson Financial Services

Investment Advisor Firm
Total assets under management$348M
Years in business57+

About Dean Jacobson Financial Services

Dean Jacobson Financial Services is a financial advisory company that has provided unparalleled personal attention to its clients for over 50 years. The firm attributes its growth and longevity to its client relationships, independent and objective financial advice, and a team-based approach.

One of the key principles that Dean Jacobson Financial Services adheres to is independence. The firm maintains its freedom to offer objective financial guidance, whether it's insurance, investments, or any other financial product or service. This commitment ensures that the firm focuses solely on understanding clients' financial goals and providing impartial strategies in their best interests.

The firm was founded in 1967 by William H. "Country" Dean and was later joined by Don "Jake" Jacobson in 1980. This partnership led to the diversification of services that has fueled the firm's success over the years. In 1989, Jeff Schmeltekopf joined the firm, further enhancing client services and transforming it into a comprehensive financial planning business.

Although Country Dean retired in 2002, the firm continued to experience significant growth under the ownership of Jake Jacobson, Jeff Schmeltekopf, Tim Lowry, and Jonathan Dumas. These four co-owners have planned and implemented an intentional evolution of ownership to ensure the firm's longevity, continuity, and consistency in providing high-level service and advice.

Dean Jacobson Financial Services is a registered investment advisor (RIA) and offers independent investment advice and services. The firm also provides wealth management and financial planning services to clients nationwide. With its rich history of personal attention, independence, and a team-based approach, Dean Jacobson Financial Services remains dedicated to helping clients achieve their financial goals through objective guidance tailored specifically to their needs.

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Monthly Fee
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Assets Under Management

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Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Optimization
  4. Insurance Services
  5. Investment Services
  6. Wealth Management

More about Dean Jacobson Financial Services

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1158795

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings