AdvisorOS Directory
Claim Profile
JM

Jacqueline Ann Morgan

BUTTONWOOD FINANCIAL GROUP, LLC·KANSAS CITY, Missouri
Unclaimed Profile
3013 MAIN STREET, KANSAS CITY, MO 64108-3323CRD# 7840670Firm CRD# 151164
01

About

Jacqueline Ann Morgan is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with BUTTONWOOD FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BUTTONWOOD FINANCIAL GROUP, LLC
BUTTONWOOD FINANCIAL GROUP, LLC
AUM
$625M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at BUTTONWOOD FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7840670
Firm CRD# 151164
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in KANSAS CITY?

Browse all registered financial advisors in KANSAS CITY, Missouri or claim this profile if it's yours.

Browse KANSAS CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jacqueline Ann Morgan offer?
Jacqueline Ann Morgan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Jacqueline Ann Morgan's credentials?
Jacqueline Ann Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacqueline Ann Morgan located?
Jacqueline Ann Morgan is based in KANSAS CITY, Missouri, working with BUTTONWOOD FINANCIAL GROUP, LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does Jacqueline Ann Morgan charge for services?
Jacqueline Ann Morgan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUTTONWOOD FINANCIAL GROUP, LLC?
BUTTONWOOD FINANCIAL GROUP, LLC has approximately 15 employees and manages $625M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in KANSAS CITY
Chad Michael Baumler — NUANCE INVESTMENTS, LLCGregory Sean Steinberg — PLATFORM INVESTMENTS, LLCFrancis Bernard Drinkwine — BUTTONWOOD FINANCIAL GROUP, LLCDaniel John Nemmers — LOCKTON INVESTMENT ADVISORS, LLCWayne Park — AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
Nearby cities in Missouri
ST. LOUIS (594)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile