Mary Jeanne Thompson
Investment adviser representative at Buttonwood Financial Advisors, Inc.
18 yearsExperience
11 statesRegistered in
CFP® certificationDesignation
$483.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Buttonwood Financial Advisors, Inc.Apr 2024 to now
- Reframe Financial Planning, LLCNov 2018 to Apr 2024
- UnemployedJun 2018 to Nov 2018
- Financial Advantage, Inc.Nov 2008 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 11 states (CA, DC, FL, GA, IL, MD, NH, NY, PA, TX, VA).
Buttonwood Financial Advisors, Inc.
$483.2MAssets managed
327Clients
5Advisers
6 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
- 6020089
- Firm CRD
- 144926