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William Edward Jacobs

Shayne & Jacobs, LLC

Nashville, TN

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Current Employers
Shayne & Jacobs, Llc

4015 Hillsboro Pike Suite 203, Nashville, TN 37215-2776 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-09-11
  • TN RA
    APPROVED
    Since 2023-09-11

Branch Locations

4015 Hillsboro Pike Suite 203, Nashville, TN 37215-2776 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jacobs Investment Management, Llc Nashville TN 07/2006 12/2023
The Patten Group, Inc. Nashville TN 04/2014 07/2023
Ashlee Patten Group, Llc Chattanooga TN 12/2014 02/2020
Shayne & Jacobs, Llc Nashville TN 08/2023 03/2025
Shayne & Jacobs, Llc Nashville TN 03/2025 Present
Previous Registrations
  • 2006-07-18 → 2023-12-14
    Jacobs Investment Management, Llc
    Nashville, TN
  • 2015-04-13 → 2023-07-28
    The Patten Group, Inc.
    Nashville, TN
    Chattanooga, TN
    Nashville, TN
  • 2015-08-24 → 2020-03-05
    Ashlee Patten Group, Llc
    Chattanooga, TN
    Nashville,, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-10-26
S63 Uniform Securities Agent State Law Examination 1990-08-28
  • S65 Uniform Investment Adviser Law Examination
    1994-10-26
  • S63 Uniform Securities Agent State Law Examination
    1990-08-28
Designations
Other Names
  • William E Jacobs

View on SEC IAPD

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