Brian Malkinson

Employer firm

Hbw Advisory Services LLC CRD 143665

$1.75B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → 05/2018
  Unemployed
  Granite Bay, CA
• 04/2016 → 12/2017
  Sci Business Solutions
  Carlsbad, CA
• 05/2018 → Present
  Hbw Advisory Services
  Chico, CA

Other Businesses

9/2018 - JONES FINANCIAL NETWORK, CHIEF OPERATING OFFICER, OVERSEE DAILY OPERATIONS OF ORGANIZATION 1/2021 - TIG WEALTH MANAGEMENT INC, PRESIDENT, ESTATE PLANNING, OVERSEE OPERATIONS OF ORGANIZATION 8/2021 -ENCORETATE PLANS, ESTATE PLANNING, LIASON BETWEEN HELIOS AND CLIENTS TO HELP CREATE REVOCABLE LIVING TRUSTS, NO COMPENSATION IS RECEIVED 7/2021 - HBW INSURANCE AND FINANCIAL SERVICES, DBA HBW PARTNERS, INSURANCE AGENCY, PROVIDE CLIENTS WITH VARIOUS FORMS OF LIFE ISNRUANCE. 4/2025 - THE BRAYLEY GROUP, MANAGEMENT AND GENERAL BUSINESS CONSULTANTING, PRESIDENT/OWNER 4/2023 - NOTARY, NOTARIZE DOCUMENTS, SOLE PROPRIETOR

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-10

Other Names

• Brian J Malkinson