William Jacobs
Shayne & Jacobs · Nashville, Tennessee
William Jacobs is a fee-only financial advisor at Shayne & Jacobs in Nashville, Tennessee, who holds the CFP and CFA credentials. Shayne & Jacobs reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Shayne & Jacobs |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $429.5M across 231 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TN · CRD 2070775 |
| Exams passed | Series 63 (1990) · Series 65 (1994) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | shayneandjacobs.com |
How William's firm compares
- Shayne & Jacobs's average account is about $1.9 million, from its Form ADV (assets managed divided by 231 accounts).
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Questions about William
Is William Jacobs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Shayne & Jacobs reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Shayne & Jacobs, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Jacobs based?
William Jacobs is based in Nashville, Tennessee.
What credentials does William Jacobs hold?
William Jacobs holds the CFP and CFA credentials.
Is William Jacobs registered with the SEC?
Yes. William Jacobs is registered as an investment adviser representative in TN (CRD 2070775), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shayne & Jacobs manage?
Shayne & Jacobs reports $429.5M across 231 accounts in assets under management.
How do I contact William Jacobs?
Through William's website, shayneandjacobs.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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