Jonathan
Stirling
Westwind Capital
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About this Advisor
Jonathan Stirling is a financial advisor based in Denver, Colorado, working with Westwind Capital. Jonathan has previously held positions at Option One, Michael Kuhn, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, and Spence Asset Management. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Jonathan is part of Westwind Capital, which operates out of Denver, Colorado. The firm has 1 office and 8 employees. The firm manages assets totaling $623.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Westwind Capital includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Westwind Capital Brokerage Details
$623,306,776
8
1,832
$340,233
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jonathan Stirling Work History
Spence Asset Management
Northwestern Mutual Wealth Management Company
Michael Kuhn
Northwestern Mutual Investment Services LLC
Option One
Disclosures
Please visit the SEC profile of Jonathan Stirling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Westwind Capital
Las Cruces, NM
Las Cruces, NM
Las Cruces, NM
Denver, CO
Las Cruces, NM
Las Cruces, NM
Las Cruces, NM
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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