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Kyle B Jackson

Tradewinds Capital Management, LLC

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About Kyle B Jackson

Kyle B. Jackson is a registered investment advisor representative with Tradewinds Capital Management, LLC. Kyle has been in the industry since 2006 and has a strong background in financial planning and portfolio management. Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. Kyle specializes in providing financial advice to individuals, corporations, and charitable organizations. Kyle has experience working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Kyle's experience and expertise make him a valuable asset to Tradewinds Capital Management, LLC.

Firm Information

Kyle Jackson is currently registered with Tradewinds Capital Management, LLC. Tradewinds Capital Management, LLC is an investment advisor located in Bellingham, WA, with approximately $523,698,592 in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They have 2,483 accounts, including 135 high net worth individuals, 5 corporations, and 1,014 individuals other than high net worth.
Tradewinds Capital Management, LLC

2211 RIMLAND DRIVE

BELLINGHAM, WA 98226

$523.70M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kyle Jackson’s Registration & Firm History

WA

10/31/2008 - Present

Tradewinds Capital Management, LLC (BELLINGHAM WA)

WA

06/06/2006 - 03/19/2008

EDWARD JONES (BELLINGHAM WA)

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Licenses & Designations

BOTH

Issued 03/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/09/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/05/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle B Jackson.
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