Principal · Tradewinds Capital Management, LLC
Kyle B Jackson
CRD 5125808 · Named on Form ADV at one SEC-registered adviser
At a glance
Tradewinds Capital Management, LLC, an SEC-registered wealth manager based in Bellingham, WA with $727 million in regulatory assets, lists Kyle B Jackson on its Form ADV as Principal.
Firms and roles
- Tradewinds Capital Management, LLCPrincipalWealth manager · Bellingham, WA · $727M in regulatory assets
AtlasMembers
Kyle’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Donald B. PenceChief Compliance Officer, Tradewinds Capital Management, LLC
- Bryant J. EngebretsonManaging Principal, Tradewinds Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kyle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.