Kyle Jackson
Tradewinds Capital Management · Bellingham, Washington
Kyle Jackson is a fee-only financial advisor at Tradewinds Capital Management in Bellingham, Washington, who holds the CFP and ChFC credentials. Tradewinds Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Tradewinds Capital Management |
|---|---|
| Based in | Bellingham, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $727.3M across 2,268 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX, WA · CRD 5125808 |
| Exams passed | Series 63 (2006) · Series 66 (2007) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.tradewinds-cm.com |
How Kyle's firm compares
- Tradewinds Capital Management's average account is about $321,000, from its Form ADV (assets managed divided by 2,268 accounts).
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Questions about Kyle
Is Kyle Jackson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Tradewinds Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kyle charge for financial advice?
Kyle's firm, Tradewinds Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kyle Jackson based?
Kyle Jackson is based in Bellingham, Washington.
What credentials does Kyle Jackson hold?
Kyle Jackson holds the CFP and ChFC credentials.
Is Kyle Jackson registered with the SEC?
Yes. Kyle Jackson is registered as an investment adviser representative in TX and WA (CRD 5125808), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tradewinds Capital Management manage?
Tradewinds Capital Management reports $727.3M across 2,268 accounts in assets under management.
How do I contact Kyle Jackson?
Through Kyle's website, www.tradewinds-cm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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