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Jack V. Butterfield Investment Company

Jack V. Butterfield Investment Company. CRD 3998

Jack V. Butterfield Investment Company logo

CRD: 3998

Jack V. Butterfield Investment Company

Jackson, MI, 49201
5177872430
jvbco.com
$157.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
9 Employees
208 ADV. Clients
45 yrs Firm Age

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Firm Details

Custodian
Jackson National Life · John Hancock · RBC
Clients
Retail
Platforms
Prime capitalMatrix
Established Date
08-13-1980
Office Locations
1

Office Locations

100 S. Jackson, Suite 100 Jackson MI

About Jack V. Butterfield Investment Company

Jack V. Butterfield Investment Company is a four-generation, family-owned investment firm and registered broker-dealer (SIPC member) in Jackson, MI. The team provides wealth management and financial planning for individuals, families, and business owners, including retirement plan consulting for employer plans. Portfolios are primarily implemented with ETFs and mutual funds, with custody reported through RBC.

Team overview

43 AVG AGE
$31.5M AVG AUM / ADVISOR
$757.9K AVG AUM / CLIENT
17.2 yrs AVG TENURE
9 Employees
5 Advisory Reps
5 RIA Reps
45yrs Firm Age

Insights

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Asset Classes

Fusion meridian

Custodian

Crest Glacier catalyst Summit element

Investment Themes

Fusion Eagle matrix Meridian

Investment Vehicles

Vital Pioneer element

Platform

Fusion frontier

Services

Crest signal Focus

Technology

Glacier fusion Prime zenith

Owner & Executives

JOHN CLARK BUTTERFIELD

JOHN CLARK BUTTERFIELD

President, Senior Advisor

CRD
#872760
Ownership
50% but less than 75%
(575) 716-9385
alpha.pioneer@quantumcapital.com
in linkedin.com/in/fusion-delta
BENJAMIN RYAN BUTTERFIELD

BENJAMIN RYAN BUTTERFIELD

Financial Planner, Owner

CRD
#6603229
Ownership
10% but less than 25%
(258) 331-9501
pioneer.harbor@meridiancapital.com
in linkedin.com/in/atlas-wave
C

Crest legacy

Momentum momentum

CRD
#15432
Ownership
22.2%
(594) 257-9982
harbor.legacy@glaciercapital.com
in linkedin.com/in/vertex-legacy

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Contacts

J

JOHN JAMES CROSS

Principal

CRD
#5680649
(705) 446-1748
signal.atlas@focuscapital.com
in linkedin.com/in/legacy-signal
KATHRYN MICHELLE POTTER

KATHRYN MICHELLE POTTER

President

CRD
#3084790
(325) 923-4489
atlas.timber@vitalcapital.com
in linkedin.com/in/crest-delta

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-26-2025
02-12-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $157,645,609 $757,912
Total $157,645,609 $757,912

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Separately Managed Accounts

Total SMA Asset: $157,645,609

$157.6M Total SMA
Equity - Exchange:
18.1%
Public Funds:
15.1%
Cash:
32.3%
U.S. Government/Agency:
9.7%
Corporate - Investment Grade:
24.8%
Asset class Assets Assets %
Equity - Exchange $128,171,186 18.1%
Public Funds $106,927,343 15.1%
Cash $228,725,376 32.3%
U.S. Government/Agency $68,688,426 9.7%
Corporate - Investment Grade $175,615,767 24.8%
Total $708,128,098 100.0%

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