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W
e are proud to have a strong, trusting and loyal team who, every day, add value to our clients' lives. To help you get to know our staff, we will continue to make a concerted effort to introduce you when you visit our office.
Local:
Dallas:
Toll Free:
Fax:
(817) 335-3214
(972) 445-5533
(800) 321-0246
(817) 877-4710
Mailing Address:
3112 West 4th Street (76107)
P. O. Box 470185
Fort Worth, Texas 76147-0185
Click to MapQuest our office
Wealth Management Advisors / Financial Planners
Jake Jacobson, CLU, ChFC -
Jake@DeanJacobson.com
Extension 111
Jeff Schmeltekopf, CLU, ChFC, CFP®, AIF® -
Jeff@DeanJacobson.com
Extension 109
Tim Lowry, ChFC, CFP® -
Tim@DeanJacobson.com
Extension 110
Insurance Services
Linda Jacobson -
Linda@DeanJacobson.com
Managing Director, Property & Casualty Insurance
Extension 104
Kim Eldredge -
Kim@DeanJacobson.com
Property & Casualty Client Services
Extension 118
Dana Short -
Dana@DeanJacobson.com
Insurance Client Services (Life & Health)
Extension 117
Investment Services
Janis Hernandez -
Janis@DeanJacobson.com
Director, Investment Client Services
Extension 114
Kim Mueller -
KimM@DeanJacobson.com
Investment Client Services
Extension 113
Internal Accounting
Judy Schmeltekopf -
Judy@DeanJacobson.com
Extension 103
Receptionist
Katherine Harberts -
Katherine@DeanJacobson.com
Extension 100
Jade Plan Services, Inc.
Jake Jacobson -
Jake@DeanJacobson.com
President
Extension 111
Jeff Schmeltekopf -
Jeff@DeanJacobson.com
Vice President
Extension 109
Dana Short -
Dana@DeanJacobson.com
Extension 117
JADE Automated Retirement Plan Services
Pension Plan Administration
214-217-9581
214-217-9582
(fax)
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