Johnathan Brett Burgess

Current Employers

Employment History

• 08/2014 → 10/2018
  Capri's Italian
  Boiling Springs, SC
• 10/2018 → Present
  Big Money Management
  Greenville, SC
• 12/2021 → Present
  Burgess Investment Group, Llc
  Greenville, SC
• 04/2022 → Present
  Burgess Investment Group, Llc
  Greenville, SC
• 01/2018 → 06/2018
  Taxpayers Choice
  Spartanburg, SC
• 08/2014 → 12/2018
  George Dean School Of Economics And Business
  Spartanburg, SD

Other Businesses

Licensed insurance agent; Not investment-related; Recommends insurance products Corbin Burgess & Co, LLP; Position: Coach; Insurance company or agency; Investment related: Yes; Location: 5073 Hwy 9 Inman SC 29349; Responsibilities Duties: The Adviser is a minority equity partner in a separate insurance-related business. The Adviser has no responsibility for operational decisions, personnel management, financial administration, compliance oversight, or business supervision. The Adviser’s activities are limited to consulting and educational coaching services relating to sales methodology and practice development.; Start date: 2026-02-18; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1. Burgess Investment Group, LLC; Position: Managing Member & Investment Adviser Representative; Investment related: Yes; Location: 632 S Main St Greenville SC 29601; Start date: 2026-01-01; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 50.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-05

Other Names

• Jonathan Brett Burgess