William Jacobs has been President, Chief Compliance Officer of Shayne & Jacobs since March 2025, is a control person of the firm and directly owns 75% or more of it. William Jacobs holds an MBA from Kellogg Graduate School of Management, Northwestern University. William Jacobs studied Wharton School at the University of Pennsylvania.
Shayne & Jacobs, LLC is a Nashville, TN firm with $429M under management, 169 clients and 4 advisers in one office, as of its March 2026 filing.
Bill Jacobs is President of Shayne & Jacobs, LLC, based in Nashville. He began his professional investment career in 1993 at Harris Associates in Chicago, where over 13 years he moved from junior research analyst to portfolio manager to partner. In 2006 he started Jacobs Investment Management, LLC in Nashville, which merged in 2023 with Shayne & Co, LLC.
William Jacobs’ longest registration was 17 years at Jacobs Investment Management, LLC (2006–2023). Before joining Shayne & Jacobs in 2023, William Jacobs was registered through Ashlee Patten Group, LLC and The Patten Group, Inc.
- Shayne & Jacobs, LLCCurrent– present · 3 yearsNashville, TN · Adviser representative · Firm CRD 109423
- Ashlee Patten Group, LLC– · 4 yearsChattanooga, TN · Adviser representative · Firm CRD 167675
- The Patten Group, Inc.– · 8 yearsNashville, TN · Adviser representative · Firm CRD 168255
- Jacobs Investment Management, LLC– · 17 yearsNashville, TN · Adviser representative · Firm CRD 141247
Professional designations
Listed by Shayne & Jacobs
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
William Jacobs is registered as an investment adviser representative in Tennessee, since September 2023.
- TennesseeSince 11 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 October 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 August 1990 |
| Series 7 | General Securities Representative Examination | 1 August 1990 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Edward Jacobs
- CRD
- 2070775
- Firm
- Shayne & Jacobs · CRD 109423
- Role
- President, Chief Compliance Officer
- Office
- 4015 HILLSBORO PIKE, SUITE 203, Nashville, TN 37215-2776
- Registration
- Investment adviser registration
- In the industry since
- July 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shayneandjacobs.com
Where does William Jacobs work?
William Jacobs has been President, Chief Compliance Officer of Shayne & Jacobs, LLC since March 2025, and is a control person of the firm.
Is William Jacobs a financial advisor?
Yes. William Jacobs has a current investment-adviser registration in Tennessee, through Shayne & Jacobs since September 2023.
How many years of experience does William Jacobs have?
William Jacobs has 20 years in the financial industry, since July 2006, across 4 adviser firms.
What exams has William Jacobs passed?
William Jacobs has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 1990.
Where did William Jacobs work before Shayne & Jacobs?
Before Shayne & Jacobs, William Jacobs was registered through Ashlee Patten Group, LLC, August 2015 to March 2020; The Patten Group, Inc., April 2015 to July 2023.
Where is William Jacobs based?
William Jacobs’ registered office is in Nashville, TN.
Is William Jacobs registered with FINRA?
No. William Jacobs has no current broker registration.
Is William Jacobs a CFP?
Shayne & Jacobs lists William Jacobs with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is William Jacobs a CFA charterholder?
Shayne & Jacobs lists William Jacobs with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify William Jacobs’ record?
Search CRD 2070775 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Jacobs’ full registration record.