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 TCM has developed mathematical strategies that shift as market forces change direction. The firm believes that they can add additional value to a diversified investment portfolio by implementing their proprietary strategies of overweighting and underweighting specific market styles and sectors based upon the current economic, political and market forces at work. | 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 Jones-IM constructs the asset allocation for each Account Portfolio Objective using different Program Funds and different target weightings of Asset Allocation Categories, considering risk tolerance, time horizon and the purpose of investing funds into Advisory Solutions Fund Models. | Corporate Officer/Principal | - |
Formation de Kyle B. Jackson
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Western Washington University
Western Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tradewinds Capital Management LLC
Tradewinds Capital Management LLC Investment ManagersFinance TCM has developed mathematical strategies that shift as market forces change direction. The firm believes that they can add additional value to a diversified investment portfolio by implementing their proprietary strategies of overweighting and underweighting specific market styles and sectors based upon the current economic, political and market forces at work. | Finance |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward Jones-IM constructs the asset allocation for each Account Portfolio Objective using different Program Funds and different target weightings of Asset Allocation Categories, considering risk tolerance, time horizon and the purpose of investing funds into Advisory Solutions Fund Models. | Finance |
















