John Cross is a registered investment advisor at J.V.B. Investment Company, based in Jackson, MI, with 16 years of industry experience. John 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 South 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
John has a consulting arrangement with ELM Plating and McCleer Power, working hours as needed. He is also an employee at Lally Group PC as a CPA preparing financial statements and tax returns, dedicating about 10-20% of his time.
Employment History
Current Registrations
J.V.B. Investment Company
Jack V. Butterfield Investment CompanyBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
H.D. Vest Investment ServicesBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.