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Vice President · Buttonwood Financial Advisors, Inc.

Jeffrey A. Malcom

CRD 6141631 · Named on Form ADV at one SEC-registered adviser

At a glance

Buttonwood Financial Advisors, Inc., an SEC-registered wealth manager based in Baltimore, MD with $483 million in regulatory assets, lists Jeffrey A. Malcom on its Form ADV as Vice President, a control person.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Damian J. GallinaPresident and Chief Compliance Officer, Buttonwood Financial Advisors, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.