Jeffrey Schmeltekopf has been President & Chief Compliance Officer of Dean, Jacobson Financial Services since March 1996, is a control person of the firm and directly owns between 25% and 50% of it. Jeffrey Schmeltekopf holds a Bachelor of Business Administration in Marketing from Baylor University.
Dean, Jacobson Financial Services, LLC is a Fort Worth, TX firm with $519M under management, 564 clients and 7 advisers in one office, as of its March 2026 filing.
Jeff Schmeltekopf is Co-Owner and Partner and President/CEO of Dean, Jacobson Financial Services, LLC, where he is also Wealth Advisor and Chief Compliance Officer. His focus areas include investment management, family wealth planning and risk management planning. He serves on the firm's Investment Allocations and Model Portfolios Committee.
Jeffrey Schmeltekopf’s longest registration is the current one, 35 years at Dean, Jacobson Financial Services since 1990.
- LPL Financial LLCAlso current– present · 13 yearsFort Worth, TX · Adviser representative · Firm CRD 6413
- – present · 35 yearsFort Worth, TX · Adviser representative · Firm CRD 115879
- LPL Financial LLC– · 22 yearsFort Worth, TX · Adviser representative · Firm CRD 6413
Professional designations
Listed by Dean, Jacobson Financial Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
Investment adviser representative registrations
Jeffrey Schmeltekopf is registered as an investment adviser representative in Texas, since November 1990.
- TexasSince 9 November 1990
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 51 | Municipal Fund Securities Principal Examination | 6 June 2008 |
| Series 24 | General Securities Principal Examination | 26 July 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 November 1990 |
| Series 7 | General Securities Representative Examination | 17 August 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey James Schmeltekopf
- CRD
- 2056563
- Firm
- Dean, Jacobson Financial Services · CRD 115879
- Role
- President & Chief Compliance Officer
- Office
- 3112 W 4TH ST, Fort Worth, TX 76107
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1990
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- deanjacobson.com
Where does Jeffrey Schmeltekopf work?
Jeffrey Schmeltekopf has been President & Chief Compliance Officer of Dean, Jacobson Financial Services, LLC since March 1996, and is a control person of the firm.
Is Jeffrey Schmeltekopf a financial advisor?
Yes. Jeffrey Schmeltekopf has a current investment-adviser registration in Texas, through Dean, Jacobson Financial Services since November 1990.
How many years of experience does Jeffrey Schmeltekopf have?
Jeffrey Schmeltekopf has 36 years in the financial industry, since August 1990, across 2 adviser firms.
What exams has Jeffrey Schmeltekopf passed?
Jeffrey Schmeltekopf has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 51. The earliest, the Series 7, was passed in August 1990. FINRA credited Jeffrey Schmeltekopf with the SIE, which began in October 2018.
Where is Jeffrey Schmeltekopf based?
Jeffrey Schmeltekopf’s registered office is in Fort Worth, TX.
Is Jeffrey Schmeltekopf registered with FINRA?
Yes. Jeffrey Schmeltekopf has a current broker registration, under CRD 2056563.
Source: FINRA BrokerCheck
Is Jeffrey Schmeltekopf a CFP?
Dean, Jacobson Financial Services lists Jeffrey Schmeltekopf with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jeffrey Schmeltekopf’s record?
Search CRD 2056563 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Schmeltekopf’s full registration record.
