William Jacobs, financial advisor Nashville TN

William Jacobs

CRD Number: 2070775
Current Firm: Jacobs Investment Management, LLC

William Jacobs (CRD# 2070775) is an Investment Advisor Representative working at Jacobs Investment Management, LLC in Nashville, TN and has over 31 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.

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Professional Designations
Company Name Location Dates Years
The Patten Group, Inc. Nashville, TN Apr 2014 - Current 8
Jacobs Investment Management, LLC Nashville, TN Jul 2006 - Current 16
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
Contact Info for William E. Jacobs
Phone Number: 615-467-3360
Registered State(s):
  • AL
  • IL
  • LA
  • TN
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $970,874
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, IL, LA, TN

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