J.V.B. INVESTMENT COMPANY

Overview

J.V.B. Investment Company is a corporate-structured, independently classified broker-dealer that operates primarily for individual and family clients. The firm is SEC-registered (2025) and owned by an individual; its business mix includes broker-dealer activity, registered representative services and insurance brokerage. On the advisory side the firm offers financial planning and portfolio management for individuals and small businesses under a percentage-of-AUM fee model. The firm reports a clear preference for equities: exchange-traded equities are its dominant allocation and equity exposure drives portfolio construction. J.V.B. manages client assets on a non-discretionary basis, meaning trade and allocation changes generally require client approval rather than discretionary authority held by the adviser. The firm is not an active ESG investor and is not organized as a multi-state adviser or pension consultant.

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Public Holdings

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Location & Offices