Best Investors
Account
Sign in
3112 W. 4Th St., Fort Worth, TX 76107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dean, Jacobson Financial Services Llc | Fort Worth | TX | 06/2019 | 09/2020 |
| Liberty Wealth Management Llc | Carbondale | IL | 01/2017 | 05/2019 |
| Southern Illinois University - Carbondale | Carbondale | IL | 05/2014 | 05/2019 |
| Lpl Financial, Llc | Fort Worth | TX | 09/2019 | Present |
| Dean, Jacobson Financial Services Llc | Fort Worth | TX | 09/2020 | Present |
1. 11/18/2019 - Dean, Jacobson Financial Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 06/10/2019 - 160 Hours Per Month During Securities Trading - I provide administrative support to Dean, Jacobson Financial Services LLC, an independent investment advisor firm. I started this business activity in 06/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 10/31/2023 - Dean, Jacobson Financial Services, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 6/19/2019 - 160 Hrs/Mo; 130 Hrs During Trading - I provide investment advisory services through Dean, Jacobson Financial Services, LLC, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-05 |
Reach out to this advisor