Jeff  Schmeltekopf,  CFP<sup>&reg;</sup> - Financial Advisor

Jeff Schmeltekopf, CFP®

Owner/Partner/CCO

Dean, Jacobson Financial Services, LLC

3112 West 4th St
Fort Worth, TX 76107
FINANCIAL ADVISOR'S WEBSITE
(817) 335-3214

General

Jeff Schmeltekopf is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Dean, Jacobson Financial Services, LLC in Fort Worth, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: TX,FL,NC
  • Health/disability insurance: TX
  • Property/casualty: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth

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