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Jeffrey A. Malcom

Buttonwood Financial Advisors, Inc.

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About Jeffrey A. Malcom

Jeffrey A. Malcom is an investment advisor representative with Buttonwood Financial Advisors, Inc. based in BALTIMORE, MD. Jeffrey A. Malcom is a Chartered Financial Analyst. Jeffrey A. Malcom has been with Buttonwood Financial Advisors, Inc. since November 2012. Jeffrey A. Malcom's firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. Jeffrey A. Malcom has an approved registration in Maryland and an approved registration in Texas as an Investment Advisor Representative.

Firm Information

Jeffrey Malcom is currently registered with Buttonwood Financial Advisors, Inc.. Buttonwood Financial Advisors, Inc. is a Baltimore, MD-based registered investment advisor. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, and charitable organizations. The firm manages over $393 million in assets for over 1,000 clients.
Buttonwood Financial Advisors, Inc.

1 N HAVEN STREET, SUITE 204

BALTIMORE, MD 21224

$393.16M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Malcom’s Registration & Firm History

MD

05/02/2016 - Present

Buttonwood Financial Advisors, Inc. (BALTIMORE MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey A. Malcom.
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