CoverProfile

Jeff Schmeltekopf

Owner & Partner

Dean, Jacobson Financial Services LLC

United States, Texas, Fort Worth

About Me

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,

View more

Profile Information

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

More profiles to browse

DJ
Don Jacobson
Financial Advisor, Managing Member, Owner & Partner
Profile Photo
Jonathan Dumas
Owner & Partner
TL
Tim Lowry
Co-Owner and Partner, and Vice President/COO

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
RD
Russ Degitz
Principal
Huntington University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors