Jason Butterfield has been Owner of Jack V. Butterfield Investment since December 2016, is a control person of the firm and directly owns between 10% and 25% of it. Jason Butterfield holds a Bachelor's degree in Finance from Grand Valley State University.
Jack V. Butterfield Investment Company is a Jackson, MI firm with $158M under management, 208 clients and 5 advisers in one office, as of its February 2026 filing.
Jason Butterfield is Regional Vice President of Jack V. Butterfield Investment Company. He joined the firm in January 2009. Jason focuses on working with individuals to develop custom financial plans. Before joining the firm he worked as an Investment Advisor Representative at John Hancock Financial Network in Grand Rapids, Michigan.
Professional designations
Listed by Jack V. Butterfield Investment
- Certified Financial Planner™ practitioner
Investment adviser representative registrations
Jason Butterfield is registered as an investment adviser representative in 2 states. The first approvals date from December 2010; the most recent is Florida, in August 2025.
- FloridaSince 27 August 2025
- MichiganSince 22 December 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 19 January 2024 |
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 December 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 January 2008 |
| Series 7 | General Securities Representative Examination | 28 November 2007 |
- Name
- General Securities Principal Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason John Butterfield
- CRD
- 5416792
- Firm
- Jack V. Butterfield Investment · CRD 3998
- Role
- Owner
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- jvbco.com
Where does Jason Butterfield work?
Jason Butterfield has been Owner of Jack V. Butterfield Investment Company since December 2016, and is a control person of the firm.
Is Jason Butterfield a financial advisor?
Yes. Jason Butterfield has a current investment-adviser registration in Florida and Michigan, through Jack V. Butterfield Investment since December 2010.
How many years of experience does Jason Butterfield have?
Jason Butterfield has 18 years in the financial industry, since December 2007, across 1 adviser firm.
What exams has Jason Butterfield passed?
Jason Butterfield has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 79TO and Series 24. The earliest, the Series 7, was passed in November 2007. FINRA credited Jason Butterfield with the SIE, which began in October 2018.
Is Jason Butterfield registered with FINRA?
Yes. Jason Butterfield has a current broker registration, under CRD 5416792.
Source: FINRA BrokerCheck
Is Jason Butterfield a CFP?
Jack V. Butterfield Investment lists Jason Butterfield with the CFP credential (“Certified Financial Planner™ practitioner”) on its website. CFP Board confirms certification status.
How can I verify Jason Butterfield’s record?
Search CRD 5416792 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jason Butterfield’s full registration record.
