Kyle Jackson has been Principal of Tradewinds Capital Management since February 2023, is not listed as a control person, but directly owns between 10% and 25% of the firm. Kyle Jackson holds a Bachelor of Arts in Finance from Western Washington University.
Tradewinds Capital Management, LLC is a Bellingham, WA firm with $727M under management, 2,238 clients and 7 advisers in one office, as of its August 2026 filing.
Kyle B. Jackson is Principal of Tradewinds Capital Management, based in Bellingham, Washington. He began his career in the financial services industry in 2006. After serving clients for several years at Edward Jones, he assisted Bryant Engebretson in founding Tradewinds Capital Management and has contributed to the construction and implementation of its proprietary active indexing portfolio management approach.
Kyle Jackson’s longest registration is the current one, 17 years at Tradewinds Capital Management since 2008. Before joining Tradewinds Capital Management in 2008, Kyle Jackson was registered through Edward Jones.
- – present · 17 yearsBellingham, WA · Adviser representative · Firm CRD 145934
- Edward Jones– · under a yearBellingham, WA · Adviser representative · Firm CRD 250
Professional designations
Listed by Tradewinds Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary (AIF®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Kyle Jackson is registered as an investment adviser representative in 2 states. The first approvals date from October 2008; the most recent is Texas, in June 2018.
- TexasSince 19 June 2018
- WashingtonSince 31 October 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 March 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 June 2006 |
| Series 7 | General Securities Representative Examination | 5 June 2006 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kyle B Jackson
- CRD
- 5125808
- Firm
- Tradewinds Capital Management · CRD 145934
- Role
- Principal
- Office
- 2211 RIMLAND DRIVE, SUITE 401, Bellingham, WA 98226
- Registration
- Investment adviser registration
- In the industry since
- November 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tradewinds.com
Where does Kyle Jackson work?
Kyle Jackson has been Principal of Tradewinds Capital Management, LLC since February 2023.
Is Kyle Jackson a financial advisor?
Yes. Kyle Jackson has a current investment-adviser registration in Texas and Washington, through Tradewinds Capital Management since October 2008.
How many years of experience does Kyle Jackson have?
Kyle Jackson has 18 years in the financial industry, since November 2007, across 2 adviser firms.
What exams has Kyle Jackson passed?
Kyle Jackson has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in June 2006.
Where did Kyle Jackson work before Tradewinds Capital Management?
Before Tradewinds Capital Management, Kyle Jackson was registered through Edward Jones, March 2007 to March 2008.
Where is Kyle Jackson based?
Kyle Jackson’s registered office is in Bellingham, WA.
Is Kyle Jackson registered with FINRA?
No. Kyle Jackson has no current broker registration.
Is Kyle Jackson a CFP?
Tradewinds Capital Management lists Kyle Jackson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kyle Jackson’s record?
Search CRD 5125808 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Jackson’s full registration record.