DON A. “JAKE” JACOBSON CLU, CHFC® is Co-owner and Partner of Dean, Jacobson Financial Services, LLC. He has been with the firm since 1980 and currently serves as the firm’s President. Jake is also Co-shareholder and President of Jade Plan Services, Inc. (a Pension Administration Company he founded in 1982) and is a specialist on ERISA regulations and retirement plan design. He serves on the firm’s Investment Allocations and Model Portfolios Committee focusing on high net worth clients’ unique investment opportunities. Jake has been active in financial planning, wealth management, and retirement planning since 1975 with a special emphasis in the areas of investment management and pension admi