Unclaimed Profile

William Edward Jacobs

SHAYNE & JACOBS, LLC·NASHVILLE, Tennessee

Series 7, Series 63, Series 65Clean record20 years registeredSHAYNE & JACOBS, LLC

4015 HILLSBORO PIKE, NASHVILLE, TN 37215-2776CRD# 2070775Firm CRD# 109423

Profile Verification

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

Identity

William Edward Jacobs · NASHVILLE, TN

Registration

CRD #2070775 · SHAYNE & JACOBS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

SHAYNE & JACOBS, LLC

Sep 2023 – present

ASHLEE PATTEN GROUP, LLC

Aug 2015 – Mar 2020

CHATTANOOGA, TN

THE PATTEN GROUP, INC.

Apr 2015 – Jul 2023

NASHVILLE, TN

JACOBS INVESTMENT MANAGEMENT, LLC

Jul 2006 – Dec 2023

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 18, 2006

Years registered · 20

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 William Edward Jacobs offer?

William Edward Jacobs specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.

What are William Edward Jacobs's credentials?

William Edward Jacobs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Edward Jacobs located?

William Edward Jacobs is based in NASHVILLE, Tennessee, working with SHAYNE & JACOBS, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does William Edward Jacobs charge for services?

William Edward Jacobs'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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