JM
Jon M. Mcgraw
BUTTONWOOD FINANCIAL GROUP
Kansas City, MO 64108-3323
Some features on this profile are disabled
CRD#: 2056654
JM
Professional summary
Jon Michael Mcgraw, AIF® is a registered financial advisor currently at BUTTONWOOD FINANCIAL GROUP, LLC located in Kansas City, Missouri.
Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Jon has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24, Series 8 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(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.
CRS (Client Relationship Summary) - RIA
Click below to view Jon Michael Mcgraw's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
June 23, 2011 - Present
BUTTONWOOD FINANCIAL GROUP, LLC
Office #1: 3013 Main Street, Kansas City, MO 64108-3323RIA
CRD#: 151164
Kansas City, MO
Past
November 2, 2009 - August 12, 2019
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
KANSAS CITY, MO
Past
January 24, 2002 - November 9, 2009
LPL FINANCIAL LLC
RIA
CRD#: 6413
KANSAS CITY, MO
Past
January 15, 2002 - November 9, 2009
LPL FINANCIAL LLC
BD
CRD#: 6413
KANSAS CITY, MO
Past
November 6, 1991 - January 28, 2002
QUICK & REILLY, INC.
BD
CRD#: 11217
NEW YORK, NY
Past
October 22, 1990 - July 23, 1991
JJC SECURITIES CO., INC.
BD
CRD#: 3144
Past
July 5, 1990 - October 25, 1990
THE STUART-JAMES COMPANY, INCORPORATED
BD
CRD#: 11691
DENVER, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BUTTONWOOD FINANCIAL GROUP, LLC
BUTTONWOOD FINANCIAL GROUP, LLC
CRD#: 151164 / SEC#: 801-70536
RIA
Registered Investment Advisory firm - (8/24/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(6/23/2011)
IAR
Texas(4/9/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 4/26/1996
General Securities Sales Supervisor Examination (Options Module & General Module)Principal/Supervisory Exam
Current Firm
BF
BUTTONWOOD FINANCIAL GROUP, LLC
BUTTONWOOD FINANCIAL GROUP, LLC
CRD#: 151164 / SEC#: 801-70536
RIA
Registered Investment Advisory firm - (8/24/2009 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3013 Main Street, Kansas City, MO 64108-3323
Mailing Address
Phone number
(816) 285-9000
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,076 |
| AUM (Assets Under Management) | $ 696,762,721 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/29/2025 | ||
| 06/20/2024 | ||
| 11/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
