William E. Jacobs

SHAYNE & JACOBS

Nashville, TN 37215-2776

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CRD#: 2070775

Professional summary

William Edward Jacobs, CFP®, who also goes by William E Jacobs, is a registered financial advisor currently at SHAYNE & JACOBS, LLC located in Nashville, Tennessee.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. William has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William E Jacobs

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.

MR. JACOBS IS ALSO PRESIDENT AND CHIEF MANAGER OF OUR WHOLLY-OWNED SUBSIDIARY, JACOBS INVESTMENT MANAGEMENT, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Edward Jacobs's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

September 11, 2023 - Present

SHAYNE & JACOBS, LLC

Office #1: 4015 Hillsboro Pike Suite 203, Nashville, TN 37215-2776

RIA

CRD#: 109423

Nashville, TN

Past

August 24, 2015 - March 5, 2020

ASHLEE PATTEN GROUP, LLC

RIA

CRD#: 167675

CHATTANOOGA, TN

Past

April 13, 2015 - July 28, 2023

THE PATTEN GROUP, INC.

RIA

CRD#: 168255

NASHVILLE, TN

Past

July 18, 2006 - December 14, 2023

JACOBS INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 141247

NASHVILLE, TN

Past

December 13, 1993 - August 9, 2006

HARRIS ASSOCIATES SECURITIES L.P.

CRD#: 6959

CHICAGO, IL

Past

August 2, 1990 - February 18, 1992

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(9/11/2023)

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: 10/26/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/1/1990

General Securities Representative 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

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

William E. Jacobs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Edward Jacobs's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASHLEE PATTEN GROUP, LLC

THE PATTEN GROUP, INC.

JACOBS INVESTMENT MANAGEMENT, LLC

HARRIS ASSOCIATES SECURITIES L.P.

TRUIST SECURITIES, INC.

Primary Firm SEC Registration

SHAYNE & JACOBS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/26/1994

Series 63

Date: 8/28/1990

Series 7

Date: 8/1/1990

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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