James Jaynes has been an investment adviser representative at Burgess Investment Group since August 2026, and is not listed among the firm’s executive officers or direct owners.
Burgess Investment Group, LLC is a Greenville, SC firm with $147M under management, 864 clients and 10 advisers across 7 offices, as of its September 2026 filing.
James Jaynes’ longest registration was 1 year at Valic Financial Advisors, Inc. (2024–2026). Before joining Burgess Investment Group in 2026, James Jaynes was registered through Valic Financial Advisors, Inc.
- – present · under a yearGreenville, SC · Adviser representative · Firm CRD 318698
- Valic Financial Advisors, Inc.– · 1 yearColumbia, SC · Adviser representative · Firm CRD 42803
Investment adviser representative registrations
James Jaynes is registered as an investment adviser representative in 3 states. The first approvals date from August 2026; the most recent is Texas, in October 2026.
- North CarolinaSince 17 August 2026
- South CarolinaSince 17 August 2026
- TexasSince 15 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 12 February 2025 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 December 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 December 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 22 November 2023 |
| SIE | Securities Industry Essentials Examination | 4 October 2023 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- James Rush Jaynes
- CRD
- 7804770
- Firm
- Burgess Investment Group · CRD 318698
- Office
- 632 S MAIN ST, Greenville, SC 29601
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does James Jaynes work?
James Jaynes is an investment adviser representative registered through Burgess Investment Group, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is James Jaynes a financial advisor?
Yes. James Jaynes has a current investment-adviser registration in North Carolina, South Carolina and Texas, through Burgess Investment Group since August 2026.
How many years of experience does James Jaynes have?
James Jaynes has 2 years in the financial industry, since March 2024, across 2 adviser firms.
What exams has James Jaynes passed?
James Jaynes has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 65 and Series 7TO. The earliest, the SIE, was passed in October 2023.
Where did James Jaynes work before Burgess Investment Group?
Before Burgess Investment Group, James Jaynes was registered through Valic Financial Advisors, Inc., December 2024 to August 2026.
Where is James Jaynes based?
James Jaynes’ registered office is in Greenville, SC.
Is James Jaynes registered with FINRA?
No. James Jaynes has no current broker registration.
How can I verify James Jaynes’ record?
Search CRD 7804770 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Jaynes’ full registration record.
