Kyle B. Jackson
Gestionnaire de Portefeuille-Actions chez Tradewinds Capital Management LLC
Profil
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.
Postes actifs de Kyle B. Jackson
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Kyle B. Jackson
| Sociétés | Poste | Fin |
|---|---|---|
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 | - |
Formation de Kyle B. Jackson
| Western Washington University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 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 |
