James Rush Jaynes

Employer firm

Dba Big Money Retirement And Big Retirement CRD 318698

$147M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → 10/2022
  Solutions Itw
  Greenville, SC
• 04/2020 → 08/2026
  Instacart
  Greenville, SC
• 11/2021 → 07/2022
  Climb Credit
  Dublin, CA
• 11/2020 → 10/2021
  Uberdoc
  Andover, MA
• 09/2018 → 08/2020
  Quickrcare
  Miami, FL
• 08/2017 → 09/2018
  First Tennessee Bank
  Greeneville, TN
• 11/2016 → 08/2017
  Petsense
  Morristown, TN
• 05/2015 → 11/2016
  Unemployed
  Greeneville, TN
• 06/2023 → 09/2023
  Costco
  Greenville, SC
• 09/2023 → 04/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2023 → 04/2024
  Northwestern Mutual Investment Services Llc
  Greenville, SC
• 08/2024 → 08/2026
  Valic Financial Advisors, Inc.
  Houston, TX
• 09/2024 → 08/2026
  Agia
  Houston, TX
• 08/2026 → Present
  Burgess Investment Group,Llc
  Greenville, SC

Previous Registrations

• 2024-12-02 → 2026-08-13
  Valic Financial Advisors, Inc.
  Columbia, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-02
• S63 Uniform Securities Agent State Law Examination
  2023-12-21

Other Names

• Trey Jaynes
• Trey Jaynes
• James Rush Jaynes
• James Jaynes