Advisor at Westwind Capital
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Firm
Westwind Capital
Location
Centennial, CO 80111
Credentials
Series 63, Series 65
Industry experience
6 years
Jonathan Stirling is a financial advisor at Westwind Capital with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spence Asset Management, Northwestern Mutual Wealth Management Company, Michael Kuhn, and Option One. Westwind Capital is a registered investment adviser managing approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and other institutional clients. The firm offers discretionary asset management through its FOCUS Program and financial planning services, employing a disciplined, long-term approach across multiple investment disciplines with a mix of individual securities, ETFs, funds, and customized options strategies.
Based on Westwind Capital
Financial planning fees may be charged as fixed fees; fees negotiated per client
$0 - $250,000: 1.50% annually (Equity) $250,001 - $750,000: 1.25% annually (Equity) $750,001 - $1,000,000: 1.00% annually (Equity) $1,000,001 - $10,000,000: 0.75% annually (Equity) $500,000 - $1,000,000: 0.75% annually (Fixed Income/Treasury Management) $1,000,001+: 0.60% annually (Fixed Income/Treasury Management) No minimum stated+: 0.30% annually (Treasury Management)
Financial planning fees may be charged hourly; fees negotiated per client
Account minimum: $100,000 Fee-only: Negotiable hourly or fixed fees for financial planning services
6465 Greenwood Plaza Boulevard, Suite 150
Centennial, CO 80111
Colorado
Westwind Capital
2024 - Present (2 years)
Spence Asset Management
2021 - 2024 (3 years)
Northwestern Mutual Wealth Management Company
2019 - 2021 (2 years)
Michael Kuhn
2018 - 2021 (3 years)
Northwestern Mutual Investment Services LLC
2018 - 2021 (3 years)
Unemployed
2018 - 2018 (1 year)
Option One
2011 - 2018 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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