Jeff Malone

Managing Director | Registered Representative
Connect with Jeff Malone
jeffrey.malone@cplanning.com

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