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Detailed Report
Johnathan Brett Burgess
Jonathan Brett Burgess
CRD#: 7339636
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Investment Adviser
BURGESS INVESTMENT GROUP, LLCCRD#: 318698 110 N MAIN ST
SUITE A
GREENVILLE, SC 29601
Registration History
JulOct2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IABURGESS INVESTMENT GROUP, LLC (CRD# 318698)2022 - Present (2 years)
License(s)

State Registrations

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South Carolina 4/8/2022
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Texas 6/5/2024
Current Registration(s)
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BURGESS INVESTMENT GROUP, LLC (CRD#:318698)
110 N MAIN ST SUITE A, GREENVILLE, SC 29601
Registered with this firm since 4/8/2022
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.