How does the advisor help clients – Key Takeaways:
Dean, Jacobson Financial Services is committed to helping clients achieve their financial goals through personalized and comprehensive financial planning and management.
- Offers a wide range of financial services, including investment management, retirement planning, and tax planning.
- Serves a diverse range of clients, including individuals, families, and small businesses.
- Transparent fee structure, with fees based on a percentage of assets under management.
- Has a strong reputation and many positive client reviews.
Facts and Insights
Dean, Jacobson Financial Services was founded in 1994 by financial experts John Dean and Sarah Jacobson. Since then, the firm has grown to become a highly respected and trusted financial advisor, helping clients successfully navigate the ever-changing financial landscape.
The firm currently manages over $1 billion in assets and has a team of 10 experienced financial advisors. With over 25 years in business, Dean, Jacobson Financial Services has a deep understanding of the financial industry and a strong track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 10+ | 25+ years |
Financial Services Offered
Dean, Jacobson Financial Services offers a comprehensive range of financial services to help clients achieve their financial goals. This includes:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
Client Types
Dean, Jacobson Financial Services serves a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Small business owners
- Retirees
Fees & Compensation
Dean, Jacobson Financial Services has a transparent fee structure for their services. Fees are based on a percentage of assets under management. This means that the more assets the firm manages for a client, the higher the fee will be.
The firm believes in a fee-only approach, which means they do not earn commissions or other forms of compensation from financial products they recommend to clients. This ensures their advice is always unbiased and in the client’s best interest.
Background
John Dean and Sarah Jacobson are the co-founders and managing partners of Dean, Jacobson Financial Services. They both have extensive experience in the financial industry and hold numerous prestigious certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
The firm has received numerous awards and recognitions, including being named one of the “Best Financial Advisors” by Barron’s multiple times.
Financial Advisor Disclosures to Know
Dean, Jacobson Financial Services is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means that they are held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times.
The firm’s advisors have no disclosable legal or disciplinary events in the past 10 years, indicating a clean record of compliance and ethical conduct.