Mattison Grace Craig
Investment adviser representative at Dean, Jacobson Financial Services
10 yearsExperience
1 stateRegistered in
$519.4MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Dean, Jacobson Financial ServicesAug 2025 to now
- LPL FinancialJan 2024 to now
- Texas Tech University School of Financial PlanningAug 2023 to Dec 2023
- Carson GroupJun 2023 to Aug 2023
- Texas Tech University K-12 ProgramFeb 2022 to May 2023
- Texas Tech UniversityAug 2019 to Dec 2023
- UnemployedMay 2019 to Aug 2019
- Mount Vernon High SchoolAug 2017 to May 2019
- Mount Pleasant High SchoolAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Dean, Jacobson Financial Services
Legal name: Dean, Jacobson Financial Services, LLC
$519.4MAssets managed
564Clients
6Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7738885
- Firm CRD
- 115879