Jonathan A. Shayne

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CRD#: 1625576

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jonathan Allen Shayne was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 2004. Jonathan had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

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.

The name of the entity is the Jack C. Massey Foundation. It is exclusively a charitable foundation, and is not for profit. It owns investments, as a charitable foundation, but is not in the business of investing. Its address is 5123 Virginia Way, Suite B-22, Brentwood, TN 37027. I am a trustee and a vice-president of it, work for which I am paid. I devote roughly three hours per month, on average, during business hours. My duties are the general ones of a trustee. This includes helping with investment policies. My ties to the foundation began on July 29, 2016, when I became one of the trustees.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

April 1, 2004 - April 21, 2025

SHAYNE & JACOBS, LLC

RIA

CRD#: 109423

NASHVILLE, TN

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".

SHAYNE & JACOBS, LLC

SHAYNE & CO LLC | SHAYNE & JACOBS, LLC

CRD#: 109423 / SEC#: 801-56424

RIA

Registered Investment Advisory firm - (4/9/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/17/2003

Uniform Investment Adviser Law Examination

Current Firm

SHAYNE & JACOBS, LLC

SHAYNE & CO LLC | SHAYNE & JACOBS, LLC

CRD#: 109423 / SEC#: 801-56424

RIA

Registered Investment Advisory firm - (4/9/1999 Approved)

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Contact information

Main Address

4015 Hillsboro Pike Suite 203, Nashville, TN 37215-2776

Mailing Address

Phone number

(615) 250-1600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 03-24-2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	250
AUM (Assets Under Management)	$ 561,933,843

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jonathan A. Shayne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SHAYNE & JACOBS, LLC

Primary Firm SEC Registration

SHAYNE & JACOBS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/2003

Current Firm

SHAYNE & JACOBS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHAYNE & JACOBS, LLC

TRUST BUT VERIFY

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