Jonathan Michael Stirling
Investment adviser representative at Westwind Capital
15 yearsExperience
1 stateRegistered in
$795.9MFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Westwind CapitalJan 2024 to now
- Spence Asset ManagementMar 2021 to Jan 2024
- Northwestern Mutual Wealth Management CompanyMay 2019 to Feb 2021
- Michael KuhnMay 2018 to Feb 2021
- Northwestern Mutual Investment Services LLCMay 2018 to Feb 2021
- UnemployedJan 2018 to Mar 2018
- Option OneApr 2011 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
Westwind Capital
$795.9MAssets managed
1,131Clients
5Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5718105
- Firm CRD
- 106802