Jeffrey James Schmeltekopf

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1990 → Present
  Lpl Financial Llc
  Fort Worth, TX
• 10/1989 → Present
  Dean, Jacobson Financial Services
  Fort Worth, TX

Other Businesses

1. 04/15/2010: Dean, Jacobson Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% - Life, Disability, LTC, Fixed Annuities, Property & Casualties. 2. 7/24/2012: Dean, Jacobson Financial Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 75% - In addition to providing financial plans, managing advisory investment accounts under Dean, Jacobson Financial Services, LLC. 3. 8/6/2013: Dean, Jacobson Financial Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 7/4/2015: No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - 1 Hour Per Month During Securities Trading - Notary Public. 5. 12/05/2023 - JETI INVESTMENTS, LLC - Inv Related - Fort Worth, TX - Real Estate Rental - Owner & President - Started: 7/1/2022 - 4 Hrs/Mo; 2 Hrs During Trading 6. 01/16/2026 - C2C Global Solutions - For-Profit Board Member - Not Investment Related - Austin, TX and Jacksonville, FL - Start Date 02/18/2026 - 4 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-11-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jeff Schmeltekopf