DEAN, JACOBSON FINANCIAL SERVICES

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	5
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	4
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	808	$409.5M
Non-Discretionary	0	$0
Total	808	$409.5M

Clients

Type	Number	RAUM
Individuals	340	$87.8M
HNW Individuals	146	$263.5M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	10	$2.9M
Charitable organizations	14	$33.0M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	8	$22.4M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	7
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	358.8M

Portfolio Manager to Program	Sponsor
DEAN JACOBSON FINANCIAL SERVICES WRAP FEE PROGRAM	DEAN JACOBSON FINANCIAL SERVICES LLC

Identifiers

SEC RIA File Number	801-77262
SEC ERA File Number	801-77262
SEC CIK Numbers	1869456
SEC CRD Numbers	115879
Legal Entity Identifier	None

Principal Office

3112 W. 4TH ST.
FORT WORTH
TX
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic