Johnathan Burgess has been Managing Member of Burgess Investment Group since December 2021, is a control person of the firm and directly owns 75% or more of it.
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.
Johnathan Burgess is Owner and Chief Investment Officer of Big Money Retirement Solutions. He founded the firm in 2020 after building and selling a captive insurance agency focused on retirement planning.
- – present · 4 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 318698
Investment adviser representative registrations
Johnathan Burgess is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from April 2022; the most recent is Texas, in June 2024.
- South CarolinaSince 8 April 2022
- TexasResidentSince 5 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 February 2021 |
| SIE | Securities Industry Essentials Examination | 9 November 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Johnathan Brett Burgess
- CRD
- 7339636
- Firm
- Burgess Investment Group · CRD 318698
- Role
- Managing Member
- Office
- 3001 PGA Blvd. , Suite 103, Palm Beach Gardens, FL 33410
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bigmoneyretirement.com
Where does Johnathan Burgess work?
Johnathan Burgess has been Managing Member of Burgess Investment Group, LLC since December 2021, and is a control person of the firm.
Is Johnathan Burgess a financial advisor?
Yes. Johnathan Burgess has a current investment-adviser registration in South Carolina and Texas, through Burgess Investment Group since April 2022.
How many years of experience does Johnathan Burgess have?
Johnathan Burgess has 4 years in the financial industry, since April 2022, across 1 adviser firm.
What exams has Johnathan Burgess passed?
Johnathan Burgess has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in November 2020.
Where is Johnathan Burgess based?
Johnathan Burgess’ registered office is in Palm Beach Gardens, FL.
Is Johnathan Burgess registered with FINRA?
No. Johnathan Burgess has no current broker registration.
How can I verify Johnathan Burgess’ record?
Search CRD 7339636 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Johnathan Burgess’ full registration record.
