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J.V.B. Investment Company

Updated today

Client assets under management

$157,645,609

Clients

208

9% high-net-worth

Advisors

5

of 9 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

42

Low

Average account size

$757,912

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

Financial planning Portfolio management

Expertise

Passive / index investing Annuities

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Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Other

Account minimum: $25,000

Main office location

J.V.B. Investment Company

100 S. Jackson, Suite 100

Jackson MI 49201, United States

Number of offices

1

Most active in

Florida · Michigan · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John C

Series 63, Series 65

Jackson, MI

Jack V.. Butterfield Investment Company

John Cross is a financial advisor at Jack V. Butterfield Investment Company with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NEXT Financial Group and Lally Group, where he is also employed as a CPA preparing financial statements and tax returns. Outside of his advisory role, he has consulting arrangements with Elm Plating and McCleer Power Inc. Jack V. Butterfield Investment Company serves individual investors, trusts, and pension/401(k) plans, offering brokerage and advisory services focused on client-directed, non-discretionary investment recommendations. The firm combines broker-dealer and municipal securities activities and has operated since 1946 under majority family ownership.

Passive / index investing Annuities
user avatar

John B

Series 66

Jackson, MI

Jack V.. Butterfield Investment Company

John Butterfield is a Series 66-licensed financial advisor with 45 years of industry experience at Jack V. Butterfield Investment Company, where he has worked since 1979. He is a general partner of Butterfield Development LLC and a part owner and financial manager of Jackson Pickleball, LLC, a recreational pickleball business. Jack V. Butterfield Investment Company serves individual investors, trusts, and pension/401(k) plans with brokerage and advisory services, emphasizing a primarily client-directed, non-discretionary advisory approach and holding approximately 208 client relationships.

Passive / index investing Annuities
user avatar

Nicholas B

Series 63, Series 65

Jackson, MI

Jack V.. Butterfield Investment Company

Nicholas Butterfield is a financial advisor at Jack V. Butterfield Investment Company with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at the firm since 2013. Outside of advising, he manages minor maintenance and rent collection duties for a local building in Jackson, MI. Jack V. Butterfield Investment Company serves individual investors, trusts, and pension/401(k) plans with brokerage and advisory services including stocks, bonds, mutual funds, retirement accounts, and insurance products. The firm’s advisory program is primarily client-directed and non-discretionary, with a fee-based option that may include discretionary management, although its reported assets under management are entirely non-discretionary.

Passive / index investing Annuities
user avatar

Timothy T

Series 63, Series 66

Jackson, MI

Jack V.. Butterfield Investment Company

Timothy Thayer is a financial advisor with Jack V. Butterfield Investment Company in Jackson, MI, holding Series 63 and Series 66 credentials and 41 years of industry experience. He has been with the firm since 1984. Outside of his advisory role, he serves as an independent trustee without receiving income. Jack V. Butterfield Investment Company serves individual investors, including high-net-worth clients, trusts, and pension/401(k) plans, offering brokerage and advisory services with a primarily client-directed, non-discretionary advisory program. The firm combines registered broker-dealer and municipal securities activities alongside licensed insurance services and has operated since 1946 as a majority family-owned business.

Passive / index investing Annuities
user avatar

Jason B

CFP®, Series 63, Series 65

Jackson, MI

Jack V.. Butterfield Investment Company

Jason Butterfield is a CFP® professional with 18 years of industry experience. He is affiliated with Jack V. Butterfield Investment Company and has worked at Signator Investors Inc since 2007. Jason is named as a successor trustee on a client trust document but would decline the role or seek written approval before acting as trustee. Jack V. Butterfield Investment Company serves individual investors, trusts, and pension/401(k) plans, offering brokerage and advisory services including stocks, bonds, mutual funds, retirement accounts, and insurance products. The firm primarily provides non-discretionary, client-directed advisory services and maintains a combination of broker-dealer and municipal securities activities alongside insurance licensing.

Passive / index investing Annuities
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