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
Series 63, Series 65
Industry experience
12 years
Nicholas Butterfield is a financial advisor at Jack V. Butterfield Investment Company with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at the firm since 2013. Outside of advising, he manages minor maintenance and rent collection duties for a local building in Jackson, MI. Jack V. Butterfield Investment Company serves individual investors, trusts, and pension/401(k) plans with brokerage and advisory services including stocks, bonds, mutual funds, retirement accounts, and insurance products. The firm’s advisory program is primarily client-directed and non-discretionary, with a fee-based option that may include discretionary management, although its reported assets under management are entirely non-discretionary.
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
Michigan
Jack V. Butterfield Inv Co
2013 - Present (13 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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