Jeffrey A. Malcom
Investment adviser representative at Buttonwood Financial Advisors, Inc.
14 yearsExperience
2 statesRegistered in
CFADesignation
$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
14 years in the industry.
- Buttonwood Financial Advisors, Inc.Nov 2012 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
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
- 6141631
- Firm CRD
- 144926