Unclaimed Profile

Jonathan Allen Shayne

SHAYNE & JACOBS, LLC·NASHVILLE, Tennessee

Series 65Clean record22 years registeredSHAYNE & JACOBS, LLC

4015 HILLSBORO PIKE, NASHVILLE, TN 37215-2776CRD# 1625576Firm CRD# 109423

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Allen Shayne · NASHVILLE, TN

Registration

CRD #1625576 · SHAYNE & JACOBS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SHAYNE & JACOBS, LLC

SHAYNE & JACOBS, LLC

Apr 2004 – Apr 2025

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 1, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHAYNE & JACOBS, LLC

CRD 109423 · SEC 801-56424

AUM

$483M

Regulatory assets under management

Employees

239 client accounts

Services offered by SHAYNE & JACOBS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SHAYNE & JACOBS, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Allen Shayne offer?

Jonathan Allen Shayne specializes in Financial Planning, Investment Management, Wealth Management.

What are Jonathan Allen Shayne's credentials?

Jonathan Allen Shayne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Allen Shayne located?

Jonathan Allen Shayne is based in NASHVILLE, Tennessee, last registered with SHAYNE & JACOBS, LLC.

How does Jonathan Allen Shayne charge for services?

Jonathan Allen Shayne's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHAYNE & JACOBS, LLC?

SHAYNE & JACOBS, LLC has approximately 5 employees and manages $483M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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