A complete list of active advisors currently associated with J.V.B. Investment Company

Warmer can help you find a great advisor at J.V.B. Investment Company or one who fits your needs even better.

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.

To learn more about the advisors currently working at J.V.B. Investment Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.