Advisor at Jack V.. Butterfield Investment Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jack V.. Butterfield Investment Company
Location
Jackson, MI 49201
Credentials
CFP®, Series 63, Series 65
Industry experience
18 years
Jason Butterfield is a CFP® professional with 18 years of industry experience. He is affiliated with Jack V. Butterfield Investment Company and has worked at Signator Investors Inc since 2007. Jason is named as a successor trustee on a client trust document but would decline the role or seek written approval before acting as trustee. Jack V. Butterfield Investment Company serves individual investors, trusts, and pension/401(k) plans, offering brokerage and advisory services including stocks, bonds, mutual funds, retirement accounts, and insurance products. The firm primarily provides non-discretionary, client-directed advisory services and maintains a combination of broker-dealer and municipal securities activities alongside insurance licensing.
Based on Jack V.. Butterfield Investment Company
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $25,000
100 South Jackson, Suite 100
Jackson, MI 49201
Florida · Michigan
Signator Investors Inc
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Clarklake, MI
Wittlin Advisory
Series 63, Series 65
Jackson, MI
RMG Advisory Services
Series 63, Series 65
Jackson, MI
Jack V.. Butterfield Investment Company
Series 65
Jackson, MI
Richmond Brothers, Inc.
CFP®, Series 63, Series 65
Jackson, MI
Richmond Brothers, Inc.
ChFC®
Spring Arbor, MI
GuideStream Financial, Inc.
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