Unclaimed Profile

Jeffrey Patrick Cusack

TRADEWINDS GLOBAL INVESTORS, LLC·LOS ANGELES, California

SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65Clean record13 years registeredTRADEWINDS GLOBAL INVESTORS, LLC

2049 CENTURY PARK EAST, LOS ANGELES, CA 90067-3120CRD# 1630886Firm CRD# 138476

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Patrick Cusack · LOS ANGELES, CA

Registration

CRD #1630886 · TRADEWINDS GLOBAL INVESTORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRADEWINDS GLOBAL INVESTORS, LLC

IPI WEALTH MANAGEMENT, INC.

Jun 2021 – Jun 2021

Hingham, MA

TRADEWINDS GLOBAL INVESTORS, LLC

Mar 2014 – Nov 2016

LOS ANGELES, CA

NUVEEN ASSET MANAGEMENT, LLC

Mar 2013 – Mar 2014

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · March 20, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRADEWINDS GLOBAL INVESTORS, LLC

CRD 138476 · SEC 801-65208

AUM

$3.0B

Regulatory assets under management

Employees

3,589 client accounts

Services offered by TRADEWINDS GLOBAL INVESTORS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at TRADEWINDS GLOBAL INVESTORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Patrick Cusack offer?

Jeffrey Patrick Cusack specializes in Investment Management, Retirement Planning, Wealth Management.

What are Jeffrey Patrick Cusack's credentials?

Jeffrey Patrick Cusack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Patrick Cusack located?

Jeffrey Patrick Cusack is based in LOS ANGELES, California, last registered with TRADEWINDS GLOBAL INVESTORS, LLC.

How does Jeffrey Patrick Cusack charge for services?

Jeffrey Patrick Cusack's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRADEWINDS GLOBAL INVESTORS, LLC?

TRADEWINDS GLOBAL INVESTORS, LLC has approximately 42 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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