Jason Butterfield is a CFP-designated registered investment advisor at J.V.B. Investment Company, based in Jackson, MI, with 18 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 208 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The Program fee may be negotiated between Jack V. Butterfield Investment Co. and the client.
Fee Estimator
Location
100 S. Jackson, Suite 100, Jackson, MI, 49201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason is named as successor trustee on a client trust document. If appointed as trustee, Jason would reject the appointment or obtain written approval.
Employment History
Current Registrations
J.V.B. Investment Company
Jack V. Butterfield Investment CompanyBroker
Previous Registrations
Signator Investors, INC.Broker
State Registrations12 states
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