Dean, Jacobson Financial Services is an independently owned and operateed branch office of LPL Financial. LPL Financial is a Broker/Dealer, Independent Registered Investment Advisor, and Member FINRA/SIPC. It is one of the the nation's leading independent sources of financial services and investment advice.

The cornerstone of LPL Financial's business is providing the highest level of unbiased financial services and advice. LPL Financial neither offers nor markets products of it's own. Thus, as LPL Financial representatives, we concentrate our time and energies not on product quotas and sales goals, but on understanding your individual financial goals. Providing Americans with investment advice has never been more important than now. LPL Financial helps us manage the complexities of running a successful organization by providing our customers with access to:

• Leading-edge tools and technology
• Independent investment research
• Dedicated service and training
• Open product architecture offering investment solutions

During the past decade, LPL Financial has become one of the United State's largest organizations of independent financial advisers. Formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (established in 1973), LPL Financial today comprises 3 headquarters in Boston, San Diego, and Charlotte with more than 5,000 independently owned and operated branch offices nationwide, such as DJFS.

Throughout the 1990s and now the 2000s, LPL Financial has rapidly gained:

• Financial Strength: With over $330-Billion in Assets Under Management and over $3-Billion in annual revenue, LPL Financial boasts some of the strongest financial rankings in the industry. This combination of size and strength enables LPL Financial to invest in the highest levels of technology, training and independent research.
  
• National Presence: LPL Financial has been named the #1 independent brokerage firm in the nation for the last 15 consecutive years. *
  
• Highly Experienced Representatives: Because LPL Financial representatives must have the confidence and dedication needed to build successful practices, LPL selects only those with high levels of experience. LPL Financial's more than 12,000 representatives nationwide possess an average of 10 years' experience in financial services when they join LPL Financial.

In recent years, independent brokerage firms - those offering the products of many nonaffiliated companies - have grown rapidly in response to the burgeoning need for experienced, well-trained financial advisers. Today, these independent firms represent 20 percent of all securities brokers. Like all independent brokers, LPL Financial has benefited from this demand for qualified individuals. Yet the growth of independent brokers alone cannot account for LPL Financial's success. LPL Financial's rise to prominence also owes much to their emphasis on complete independence, objectivity and achieving the highest standards in every aspect of their business.

LPL Financial has been built on the premise that, in an increasingly complicated era, achieving your financial goals depends upon solid, unbiased advice; meaningful, timely information and research; and easy access to the investments and services that best fit your specific circumstances. As LPL Financial moves into its fifth decade, they remain committed to setting and meeting the highest standards in all of these - so that we at DJFS, your LPL Financial representatives, can help you realize a new standard for your financial future.

Boston LPL Financial One Beacon Street 22nd Floor Boston, MA 02108

Charlotte LPL Financial 2810 Coliseum Center Dr. Building 5 Charlotte, NC 28217

San Diego LPL Financial 9785 Towne Centre Drive San Diego, CA 92121

* Based on previous year's revenues as reported in Financial Planning Magazine, June 1996-2010.