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Jon Michael Mcgraw

Buttonwood Financial Group, LLC

Kansas City, MO

CRD 2056654

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Employer firm

Buttonwood Financial Group, LLC CRD 151164

$659M regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Buttonwood Financial Group, Llc

3013 Main Street, Kansas City, MO 64108-3323 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-04-09
MO RA APPROVED 2011-06-23
  • TX RA
    APPROVED_RES
    Since 2015-04-09
  • MO RA
    APPROVED
    Since 2011-06-23

Branch Locations

3013 Main Street, Kansas City, MO 64108-3323 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial Yes
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 11/2009 08/2019
Buttonwood Financial Group Kansas City MO 01/2002 Present
  • 11/2009 → 08/2019
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2002 → Present
    Buttonwood Financial Group
    Kansas City, MO
Previous Registrations
Other Businesses

(1) Buttonwood Foundation; Investment related; 3013 Main St., Kansas City, MO 64108; Managing member and Co-Trustee of Private Family Foundation; Start date 11/09/2004; 3 hrs/mo. (2) Buttonwood 3013 LLC; Investment Related; 3013 Main St., Kansas City, Mo 64108; Managing member of rental real estate property; Start date 03/01/2005; 10 hrs/mo. (3) Buttonwood Art Space, LLC; Investment Related; 3013 Main St., Kansas City, MO 64108; Managing member of community focused art gallery; Start date 12/01/2005; 10 hrs/mo. (4) Buttonwood 3015 LLC; Investment Related; 3013 Main St., Kansas City, Mo 64108; Managing member of rental real estate property; Start date 12/31/2012; <1 hr/mo. (5) Buttonwood 3011 LLC; Investment Related; 3013 Main St., Kansas City, Mo 64108; Managing member of rental real estate parking lot property; Start date 04/06/2017; <1 hr/mo. (6) 31w31, LLC; Investment Related; 31 W 31st St., Kansas City, MO 64108; Managing member and Partner of commercial office and event space for nonprofit organizations; Start date 02/27/2017; 5 hrs/mo. (7) 3931Main, LLC; Investment Related; 3931 Main St., Kansas City, MO 64111; Managing member of commercial office and event space focused on nonprofit organization; Start date 02/27/2017; 5 hrs/mo. (8) Sister City Assn of Kansas City MO. Not Investment Related. 4600 East 63rd St. Kansas City, MO 64130. Board Member of nonprofit organization. Start date 01/01/1998. 2 hrs/mo. (9) K and R Enterprises. Investment Related. PO Box 963, Cheyenne, WY 82003. Family controlled company formed in 1919. Advisory Board Member. Start date 12/31/2006. <1 hr/mo. (10) Union Hill Special Business District. Not Investment Related. 3013 Main St., Kansas City, MO 64108 Treasurer for Political Subdivision of Kansas City, MO. Mayoral Appointed Position. 11/15/2007. 2 hrs/mo. (11) 39th & Main Business District. Not Investment Related. 3013 Main St., Kansas City, MO 64108. Treasurer for local business organization. 09/04/2022 2 hrs/mo. (12) Main Street Community Improvement District. Not Investment Related. 3931 Main St., Kansas City, MO 64111. Board Member, Officer of nonprofit organization. Start date 05/01/2006. 4 hrs/mo. (13) Kansas City Jazz ALIVE. Not Investment Related. 3013 Main St., Kansas City, MO 64108. Immediate Past President/Board Member, Officer of nonprofit organization. Start date 04/07/2014. 5 hrs/mo. (14) UMKC Jazz Friends. Not Investment Related. 5115 Oak Street, AC 300B, Kansas City, MO 64112. Board Member of nonprofit organization. Start date 04/07/2014. 5 hrs/mo.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-06
S63 Uniform Securities Agent State Law Examination 1996-02-22
  • S65 Uniform Investment Adviser Law Examination
    1999-12-06
  • S63 Uniform Securities Agent State Law Examination
    1996-02-22

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