Office Location:
3565 Piedmont Rd NE
Bldg 4
Atlanta, GA 30305-8202
Jeff Malone has built his career on one principle: the relationship always comes first. With nearly 20 years of experience in the financial services industry, Jeff has worked with some of the top firms in the business—Northwestern Mutual, Truist, Wells Fargo, and Aon Hewitt—before finding his true home at Consolidated Planning in 2020. But his journey wasn’t about finding the right company; it was about finding the right way to serve his clients.
Jeff’s passion lies in helping clients make decisions that will impact their lives for the long term. Every conversation, every decision is grounded in one thing: understanding what’s most important to them and creating strategies that help them achieve it.
The approach is always the same: put the client’s needs above all else.
It’s not just about providing a service—it’s about making a real difference in their lives.
As a Managing Director at Consolidated Planning, the concept is still the same. Outside of his client-focused work, Jeff also dedicates time to recruiting the next generation of advisors. He’s committed to fostering the same culture that made him choose CP—a culture where advisors and leadership are always willing to help, share knowledge, and support each other.
The foundation of every relationship Jeff builds is rooted in preparation—because he knows that the best outcomes come when you’ve set yourself up for success. Every challenge, every victory is made possible by the groundwork laid beforehand. Victory Loves Preparation.
Registered Representative of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. AR Insurance License #8998697, CA Insurance License #0K83597
© 2024 Consolidated Planning. All rights reserved.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
7443946.2 Exp 04/27
