J.V.B. Investment Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jack V. Butterfield Investment Company serves individual investors (including high-net-worth clients), trusts and pension/401(k) plans, offering brokerage and advisory services that include stocks, bonds, mutual funds, retirement accounts and insurance products. The firm reports roughly 208 client relationships and generally requires a $25,000 minimum to open an advisory account.
The firm’s advisory program is primarily client-directed and non-discretionary: advisors provide written recommendations after a risk-profile questionnaire and clients retain final trading authority. It also offers a fee-based option that places assets with institutional money managers that may have discretionary authority, but as of 12/31/2025 the firm reported its AUM as entirely non-discretionary—a characteristic that is uncommon for similarly sized team firms.
Distinctive features include the firm’s combination of registered broker-dealer and municipal securities activities alongside advisors who are registered representatives and licensed for insurance, a mix that the brochure identifies as creating material conflicts of interest. The firm also highlights long-term operation since 1946, majority family ownership, reliance on a correspondent platform with custody at a third-party custodian, and a practice of not aggregating client trades.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $25,000
Main office
100 South Jackson, Suite 100
Jackson MI 49201
Advisors at this office
5
Most active in
Florida · Michigan · Texas
Also doing business as
J.V.B Investment Company · J.V.B. Investment Co. · J.V.B. Investment Company · J.V.B. Investments · Jack V. Butterfield Investment Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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