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Current Employers
Dean, Jacobson Financial Services

3112 W. 4Th St., Fort Worth, TX 76107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-09-21
  • TX RA
    APPROVED
    Since 2020-09-21

Branch Locations

3112 W. 4Th St., Fort Worth, TX 76107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2019 → 09/2020
    Dean, Jacobson Financial Services Llc
    Fort Worth, TX
  • 01/2017 → 05/2019
    Liberty Wealth Management Llc
    Carbondale, IL
  • 05/2014 → 05/2019
    Southern Illinois University - Carbondale
    Carbondale, IL
  • 09/2019 → Present
    Lpl Financial, Llc
    Fort Worth, TX
  • 09/2020 → Present
    Dean, Jacobson Financial Services Llc
    Fort Worth, TX
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-05
  • S66 Uniform Combined State Law Examination
    2020-03-05

View on SEC IAPD

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