Jacqueline Morgan is a control person of Buttonwood Financial Group and directly owns under 5% of it.
Buttonwood Financial Group is an investment adviser based in Kansas City, MO, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $659 million, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7840670
- Firm
- Buttonwood Financial Group · CRD 151164
- Role
- COO
- In role since
- December 2023 · 2 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Kansas City, MO
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacqueline Morgan work?
Jacqueline Morgan has been COO of Buttonwood Financial Group, LLC since December 2023, and is a control person of the firm.
How can I verify Jacqueline Morgan’s record?
Jacqueline Morgan’s role is listed on Buttonwood Financial Group, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 151164.