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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst36 years in industry

WILLIAM EDWARD JACOBS

Advisor at SHAYNE & JACOBS, LLC

NASHVILLE, TN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 18, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SHAYNE & JACOBS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 28, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63|S65
First exam: Aug 28, 1990
First registration: Jul 18, 2006
Dual registered: no
Other names: WILLIAM E JACOBS
IAPD individual key: 2070775

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SHAYNE & JACOBS, LLC	Independent wealth	Sep 11, 2023	n/a	yes	NASHVILLE, TN	Current employment
ASHLEE PATTEN GROUP, LLC	Former SEC adviser	Aug 24, 2015	Mar 5, 2020	no	CHATTANOOGA, TN\|NASHVILLE,, TN	Previous registration
THE PATTEN GROUP, INC.	Independent wealth	Apr 13, 2015	Jul 28, 2023	no	NASHVILLE, TN\|CHATTANOOGA, TN\|NASHVILLE, TN	Previous registration
JACOBS INVESTMENT MANAGEMENT, LLC	n/a	Jul 18, 2006	Dec 14, 2023	no	NASHVILLE, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
JACOBS INVESTMENT MANAGEMENT, LLC	THE PATTEN GROUP, INC.	Dec 14, 2023	Apr 13, 2015	-3,167	Firm change after gap	Other
THE PATTEN GROUP, INC.	ASHLEE PATTEN GROUP, LLC	Jul 28, 2023	Aug 24, 2015	-2,895	Firm change after gap	Other
ASHLEE PATTEN GROUP, LLC	SHAYNE & JACOBS, LLC	Mar 5, 2020	Sep 11, 2023	1,285	Firm change after gap	Other

Relationships

Registered with (4)

→ SHAYNE & JACOBS, LLCRegistered adviserregistration: current employment
Sep 11, 2023 to presentfactForm ADV
→ JACOBS INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 18, 2006 to Dec 14, 2023factForm ADV
→ THE PATTEN GROUP, INC.Registered adviserregistration: previous registration
Apr 13, 2015 to Jul 28, 2023factForm ADV
→ ASHLEE PATTEN GROUP, LLCRegistered adviserregistration: previous registration
Aug 24, 2015 to Mar 5, 2020factForm ADV

Dated events

Occurred
Dec 14, 2023
Advisor changed firm
William Edward Jacobs left Jacobs Investment Management, Llc for The Patten Group, Inc. (registered 2015-04-13)
Form ADVobserved 6 days ago
Occurred
Jul 28, 2023
Advisor changed firm
William Edward Jacobs left The Patten Group, Inc. for Ashlee Patten Group, Llc (registered 2015-08-24)
Form ADVobserved 6 days ago