William Jacobs (CRD# 2070775) is an Investment Advisor Representative working at Shayne & Jacobs, LLC in Nashville, TN and has over 33 years of experience in the finance industry. William Jacobs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shayne & Jacobs, LLC | Nashville, TN | Aug 2023 - Current | < 1 |
| Jacobs Investment Management, LLC | Nashville, TN | Jul 2006 - Dec 2023 | 17 |
| The Patten Group, Inc. | Nashville, TN | Apr 2014 - Jul 2023 | 9 |
| Ashlee Patten Group, LLC | Chattanooga, TN | Dec 2014 - Feb 2020 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1994 |
- TN
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Total Assets Under Management483MILLIONS
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Total Number of Accounts239ACCOUNTS
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Average Account Value$2,021,109
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, CA, IL, TN
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