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Building 2DEAN, JACOBSON FINANCIAL SERVICES

Map pinFORT WORTH, TX
Phone817-335-3214
NotebookSEC #801-77262
Total AUM
$519.4M
Employees
8
Clients
564

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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