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Jeffrey A. Malcom

BUTTONWOOD FINANCIAL ADVISORS, INC.·BALTIMORE, Maryland
Clean record13 years registeredBUTTONWOOD FINANCIAL ADVISORS, INC.
1 N HAVEN STREET, SUITE 204, BALTIMORE, MD 21224CRD# 6141631Firm CRD# 144926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey A. Malcom · BALTIMORE, MD
Registration
CRD #6141631 · BUTTONWOOD FINANCIAL ADVISORS, INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

BUTTONWOOD FINANCIAL ADVISORS, INC.
Nov 2012 – present
02

Registrations & Exams

Registration record
First registered · November 28, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BUTTONWOOD FINANCIAL ADVISORS, INC.
CRD 144926 · SEC 801-118433
AUM
$308M
Regulatory assets under management
Employees
6
969 client accounts
Services offered by BUTTONWOOD FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BUTTONWOOD FINANCIAL ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Jeffrey A. Malcom offer?
Jeffrey A. Malcom specializes in Financial Planning, Investment Management. Contact their office in BALTIMORE, Maryland for a consultation.
What are Jeffrey A. Malcom's credentials?
Jeffrey A. Malcom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey A. Malcom located?
Jeffrey A. Malcom is based in BALTIMORE, Maryland, working with BUTTONWOOD FINANCIAL ADVISORS, INC.. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Jeffrey A. Malcom charge for services?
Jeffrey A. Malcom's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUTTONWOOD FINANCIAL ADVISORS, INC.?
BUTTONWOOD FINANCIAL ADVISORS, INC. has approximately 6 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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