Jeffrey Malcom has been Vice President of Buttonwood Financial Advisors since November 2012, is a control person of the firm and directly owns between 25% and 50% of it. Jeffrey Malcom holds a Bachelor of Science in Finance from Towson University.
Buttonwood Financial Advisors, Inc. is a Baltimore, MD firm with $483M under management, 327 clients and 5 advisers in one office, as of its March 2026 filing.
Jeffrey Malcom is Portfolio Manager and Principal of Buttonwood Financial Advisors. He joined Buttonwood in 2012 and has been practicing since 1997, working as an investment analyst and portfolio manager since joining the profession straight from college. At Buttonwood he conducts detailed investment research on all sectors of the economy.
- – present · 13 yearsBaltimore, MD · Adviser representative · Firm CRD 144926
Professional designations
Listed by Buttonwood Financial Advisors
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Jeffrey Malcom is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2012; the most recent is Texas, in May 2016.
- MarylandSince 28 November 2012
- TexasResidentSince 2 May 2016
Examinations
No examinations are on Jeffrey Malcom’s record.
- Full name
- Jeffrey A. Malcom
- CRD
- 6141631
- Firm
- Buttonwood Financial Advisors · CRD 144926
- Role
- Vice President
- Office
- 1 N HAVEN STREET, SUITE 204, Baltimore, MD 21224
- Registration
- Investment adviser registration
- In the industry since
- November 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- buttonwoodfa.com
Where does Jeffrey Malcom work?
Jeffrey Malcom has been Vice President of Buttonwood Financial Advisors, Inc. since November 2012, and is a control person of the firm.
Is Jeffrey Malcom a financial advisor?
Yes. Jeffrey Malcom has a current investment-adviser registration in Maryland and Texas, through Buttonwood Financial Advisors since November 2012.
How many years of experience does Jeffrey Malcom have?
Jeffrey Malcom has 13 years in the financial industry, since November 2012, across 1 adviser firm.
Where is Jeffrey Malcom based?
Jeffrey Malcom’s registered office is in Baltimore, MD.
Is Jeffrey Malcom registered with FINRA?
No. Jeffrey Malcom has no current broker registration.
Is Jeffrey Malcom a CFA charterholder?
Buttonwood Financial Advisors lists Jeffrey Malcom with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Jeffrey Malcom’s record?
Search CRD 6141631 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Malcom’s full registration record.
