JB
JB

John Butterfield

45 Years of Experience
Jackson, MI
Broker

John Butterfield is a registered investment advisor at J.V.B. Investment Company, based in Jackson, MI, with 45 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
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
208 clients
Average Client Portfolio
$758K average
Assets Under Management
$157.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

The Program fee may be negotiated between Jack V. Butterfield Investment Co. and the client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 South Jackson, Suite 100, Jackson, MI, 49201

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

John is a general partner in Butterfield Development LLC since 1996, spending a few hours per week on keeping the building occupied. He also serves as an independent trustee over brokerage accounts, dedicating minimal time, and is a part owner and financial manager of Jackson Pickleball, LLC, spending a few hours per week.

Employment History
Current Registrations
J.V.B. Investment Company
June 2010 - Present · 15 yrs 11 mos
Jack V. Butterfield Investment CompanyBroker
August 1980 - Present · 45 yrs 9 mos
State Registrations16 states
AZCACOFLGAILINMINCNYOHORSCTNTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.