Inactive

Jeffrey A. Malcom

Buttonwood Financial Advisors, Inc.

CRD 6141631

Claim This Profile

Employer firm

Buttonwood Financial Advisors, Inc. CRD 144926

$483M regulatory AUM 4 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Buttonwood Financial Advisors, Inc.

1 N Haven Street, Suite 204, Baltimore, MD 21224 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APP_PEND_IARCE	2026-01-01
TX	RA	APPROVED_RES	2016-05-02

MD RA
APP_PEND_IARCE

Since 2026-01-01
TX RA
APPROVED_RES

Since 2016-05-02

Branch Locations

1 N Haven Street, Suite 204, Baltimore, MD 21224 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Buttonwood Financial Advisors, Inc.	Baltimore	MD	11/2012	Present

11/2012 → Present

Buttonwood Financial Advisors, Inc.

Baltimore, MD

Designations

Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

PATIENT CAPITAL MANAGEMENT, LLC

1919 INVESTMENT COUNSEL, LLC

Nearby Investors

JOHN VINCENT REILLY

ARTHUR SHELDON KARAFIN

Nearby Offices

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

PATIENT CAPITAL MANAGEMENT, LLC · BALTIMORE, MD

1919 INVESTMENT COUNSEL, LLC · BALTIMORE, MD

More in Baltimore, MD

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor