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Jonathan Michael Stirling

Westwind Capital

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About Jonathan Michael Stirling

Jonathan Stirling is an investment advisor representative with Westwind Capital. Jonathan has been in the industry since 2009 and has experience in both investment advisory and brokerage services. Jonathan is registered with the state of Colorado and is licensed to sell securities in the state. Jonathan specializes in financial planning, portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Jonathan Stirling is currently registered with Westwind Capital. Westwind Capital is an investment advisor registered with the SEC. They are located in LAS CRUCES, NM and have 5 investment advisor representatives. Westwind Capital provides financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. They also manage assets for pension plans and charitable organizations.
Westwind Capital

1800 S. TELSHOR

LAS CRUCES, NM 88011

$715.15M

Assets Under Management

7

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Stirling’s Registration & Firm History

CO

01/21/2022 - Present

Westwind Capital (Denver CO)

CO

01/21/2019 - 03/09/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ENGLEWOOD CO)

IL

12/15/2009 - 02/08/2010

BLUE FIRE CAPITAL, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 01/10/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/30/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Michael Stirling.
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