Kyle B. Jackson

Portfolio Manager-Equities at Tradewinds Capital Management LLC

43 year

Finance

Consumer Services

Profile

Mr. Kyle B.
Jackson is an Fiduciary Investment Advisor & Principal at Tradewinds Capital Management LLC.
While at Tradewinds Capital Management, he has contributed to the construction and implementation of its proprietary active indexing portfolio management approach.
He utilizes Tradewinds’ distinctive approach by tailoring it to each client to meet their unique needs and goals.
Mr. Jackson began his career in the financial services industry in 2006.
After serving his clients for several years at Edward Jones, he assisted Bryant Engebretson in the founding of Tradewinds Capital Management.
He graduated from Western Washington University with his degree in Finance.

Kyle B. Jackson active positions

Companies	Position	Start
Tradewinds Capital Management LLC Tradewinds Capital Management LLC Investment ManagersFinance Tradewinds Capital Management LLC (TCM) is a registered investment advisory firm headquartered in Bellingham, Washington with an additional office in Shoreline, WA. The firm was founded by Bryant Engebretson in 2007 and is owned by TCM Bellingham LLC. TCM provides investment advisory services to individual investors and small business owners.	Portfolio Manager-Equities	-

All active positions of Kyle B. Jackson

Former positions of Kyle B. Jackson

Companies	Position	End
Edward D. Jones & Co. LP (Investment Management) Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK.	Corporate Officer/Principal	-

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Training of Kyle B. Jackson

Western Washington University

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	2
Tradewinds Capital Management LLC Tradewinds Capital Management LLC Investment ManagersFinance Tradewinds Capital Management LLC (TCM) is a registered investment advisory firm headquartered in Bellingham, Washington with an additional office in Shoreline, WA. The firm was founded by Bryant Engebretson in 2007 and is owned by TCM Bellingham LLC. TCM provides investment advisory services to individual investors and small business owners.	Finance
Edward D. Jones & Co. LP (Investment Management) Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK.	Finance