CA
Christopher D. Adkins
DEAN, JACOBSON FINANCIAL SERVICES
Fort Worth, TX 76107
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CRD#: 6485821
CA
Professional summary
Christopher Daniel Adkins, CFP® is a registered financial advisor currently at DEAN, JACOBSON FINANCIAL SERVICES located in Fort Worth, Texas and LPL FINANCIAL LLC located in Fort Worth, Texas.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Christopher has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 11/18/2019 - Dean, Jacobson Financial Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 06/10/2019 - 160 Hours Per Month During Securities Trading - I provide administrative support to Dean, Jacobson Financial Services LLC, an independent investment advisor firm. I started this business activity in 06/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 10/31/2023 - Dean, Jacobson Financial Services, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 6/19/2019 - 160 Hrs/Mo; 130 Hrs During Trading - I provide investment advisory services through Dean, Jacobson Financial Services, LLC, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Daniel Adkins's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 21, 2020 - Present
DEAN, JACOBSON FINANCIAL SERVICES
Office #1: 3112 W. 4th St., Fort Worth, TX 76107RIA
CRD#: 115879
Fort Worth, TX
Current
December 5, 2019 - Present
LPL FINANCIAL LLC
Office #1: 3112 West 4th Street, Fort Worth, TX 76107RIA
BD
CRD#: 6413
Fort Worth, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DJ
DEAN, JACOBSON FINANCIAL SERVICES
DEAN, JACOBSON FINANCIAL SERVICES | DEAN, JACOBSON FINANCIAL SERVICES, LLC
CRD#: 115879 / SEC#: 801-77262
RIA
Registered Investment Advisory firm - (10/26/2012 Approved)Texas
Registered Investment Advisory firm - (10/29/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(3/5/2020)
IAR
Texas(9/21/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/5/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
DJ
DEAN, JACOBSON FINANCIAL SERVICES
DEAN, JACOBSON FINANCIAL SERVICES | DEAN, JACOBSON FINANCIAL SERVICES, LLC
CRD#: 115879 / SEC#: 801-77262
RIA
Registered Investment Advisory firm - (10/26/2012 Approved)Texas
Registered Investment Advisory firm - (10/29/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3112 W. 4th St., Fort Worth, TX 76107
Mailing Address
P.o. Box 470185, Fort Worth, TX 76147-0185
Phone number
(817) 335-3214
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 859 |
| AUM (Assets Under Management) | $ 467,303,622 |
Red Flags
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Company Information
DEAN, JACOBSON FINANCIAL SERVICES
CRD#: 115879Fort Worth, TX 76107TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
