Bill Jacobs
Chief Executive Officer at Jacobs Investment Management LLC
Bill Jacobs active positions
Companies | Position | Start | End |
---|---|---|---|
Jacobs Investment Management LLC
Jacobs Investment Management LLC Investment ManagersFinance Jacobs Investment Management LLC (JIM) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded by William (Bill) Jacobs in 2006. They were acquired by Shayne & Co. LLC in 2023. JIM provides portfolio management services primarily to individuals, high-net worth individuals, and a small number of companies. | Chief Executive Officer | 01/01/2006 | - |
Compliance Officer | 01/01/2006 | - | |
Founder | 01/01/2006 | - | |
Portfolio Manager-Equities | 01/01/2006 | - | |
President | 01/01/2006 | - | |
The Patten Group, Inc.
The Patten Group, Inc. Investment ManagersFinance Patten Group, Inc. (TPG) is an independent registered investment advisor headquartered in Chattanooga, Tennessee. Founded in 2014, TPG provides investment advisory services to individuals, high net worth individuals, families, trusts, estates, retirement plans, endowments, foundations, charitable organizations, corporations and small businesses. | Portfolio Manager-Equities | 01/04/2014 | - |
Director of Research - Equity | 01/04/2014 | 01/03/2018 |
Career history of Bill Jacobs
Former positions of Bill Jacobs
Companies | Position | Start | End |
---|---|---|---|
Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Analyst-Equity | 01/01/1993 | - |
Equitable Securities Corp. | Analyst-Equity | 01/01/1989 | 31/12/1991 |
Training of Bill Jacobs
University of Pennsylvania | Undergraduate Degree |
Northwestern University | Graduate Degree |
Statistics
International
United States | 7 |
Operational
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Finance |
Equitable Securities Corp. | Finance |
Jacobs Investment Management LLC
Jacobs Investment Management LLC Investment ManagersFinance Jacobs Investment Management LLC (JIM) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded by William (Bill) Jacobs in 2006. They were acquired by Shayne & Co. LLC in 2023. JIM provides portfolio management services primarily to individuals, high-net worth individuals, and a small number of companies. | Finance |
The Patten Group, Inc.
The Patten Group, Inc. Investment ManagersFinance Patten Group, Inc. (TPG) is an independent registered investment advisor headquartered in Chattanooga, Tennessee. Founded in 2014, TPG provides investment advisory services to individuals, high net worth individuals, families, trusts, estates, retirement plans, endowments, foundations, charitable organizations, corporations and small businesses. | Finance |
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