Jeffrey J. Schmeltekopf, CLU, ChFC®, CFP®, AIF® is Co-Owner/Partner and President/CEO of Dean, Jacobson Financial Services, LLC and has been with the firm since 1989. In addition to his role as President/CEO and Financial Advisor, Jeff is also the firm’s Chief Compliance Officer (CCO). Jeff specializes in the areas of investment management, wealth planning, fiduciary principles, and risk management planning, and has been active in wealth management, financial planning and related areas his entire career. He serves on the firm’s Investment Allocations and Model Portfolios Committee focusing on areas of compliance and risk management. Jeff is a graduate of Baylor University, Waco,

Jeff Schmeltekopf
Owner & Partner
Dean, Jacobson Financial Services LLC
United States, Texas, Fort Worth
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Owner & Partner
Dean, Jacobson Financial Services LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Fort Worth
Texas
United States
Sep 11, 2024
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