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John James Cross

Investment adviser representative at J.V.B. Investment Company
27 yearsExperience
1 stateRegistered in
$157.6MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

27 years in the industry.

  1. Jack V. Butterfield Investment CompanySep 2017 to now
  2. Lally GroupNov 2012 to now
  3. Cross & Associates IncJun 1990 to now
  4. Next Financial GroupFeb 2013 to Aug 2017
  5. Mccleer Power IncJan 2008 to Jun 2022
  6. Accubilt IncNov 2006 to Mar 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (MI).

J.V.B. Investment Company

Legal name: Jack V. Butterfield Investment Company

$157.6MAssets managed
208Clients
5Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5680649
Firm CRD
3998
Advisor's SEC record (opens in a new tab)
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