A complete list of active advisors currently associated with Dean, Jacobson Financial Services

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Dean, Jacobson Financial Services serves individuals (including high-net-worth clients), pension and profit-sharing plans, charities, and corporations, offering discretionary asset management, comprehensive financial planning (two-tier Level A and B options plus modular services), retirement plan consulting, and participation in wrap-fee programs. The firm delivers portfolio management primarily through LPL Financial–sponsored platforms and custodian relationships, and provides planning services such as estate, tax, exit, and charitable gift planning. The firm implements investment advice using strategic asset allocation through seven model portfolios composed mainly of mutual funds and ETFs, with the ability to include individual stocks and bonds as needed, and performs at least annual reviews and rebalancing. For suitable clients it may layer a quantitative Dynamic Asset Allocation (DAA) tactical overlay intended to limit downside risk while permitting market participation, and it uses LPL program models (OMP, PWP, MWP, MAS/MAN) for discretionary execution. Distinctive features disclosed in the brochure include ownership interests of supervised persons in Jade Plan Services, a separate pension-services firm, and the firm’s role as a wrap-fee program sponsor and active participant in multiple LPL-sponsored advisory programs—arrangements that create additional third‑party compensation pathways and operational relationships. The firm also highlights specialized services for larger estates (WealthVision aggregation for clients with $2 million+ invested) and formal exit-planning offerings with a separate fee structure, and it discloses potential conflicts tied to dual registrations and certain custodial/soft‑dollar benefits.

To learn more about the advisors currently working at Dean, Jacobson Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.