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J.V.B. INVESTMENT COMPANY

JACKSON, MI · CRD 3998 · IAPD ↗ · jvbco.com · 517-787-2430

$157.6MRegulatory AUM
5Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
3States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — J.V.B. INVESTMENT COMPANY notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2025 — J.V.B. INVESTMENT COMPANY notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2025 — J.V.B. INVESTMENT COMPANY (JACKSON, MI) is newly SEC-registered with $130.4M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.