James Rush Jaynes
Investment adviser representative at dba Big Money Retirement and Big Retirement
11 yearsExperience
2 statesRegistered in
$147.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- dba Big Money Retirement and Big RetirementAug 2026 to now
- Burgess Investment Group,LLCAug 2026 to now
- AgiaSep 2024 to Aug 2026
- Valic Financial Advisors, Inc.Aug 2024 to Aug 2026
- Northwestern Mutual Investment Services LLCSep 2023 to Apr 2024
- Northwestern Mutual Life Insurance CompanySep 2023 to Apr 2024
- CostcoJun 2023 to Sep 2023
- Solutions ItwAug 2022 to Oct 2022
- Climb CreditNov 2021 to Jul 2022
- UberdocNov 2020 to Oct 2021
- InstacartApr 2020 to Aug 2026
- QuickrcareSep 2018 to Aug 2020
- First Tennessee BankAug 2017 to Sep 2018
- PetsenseNov 2016 to Aug 2017
- UnemployedMay 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
dba Big Money Retirement and Big Retirement
Legal name: Burgess Investment Group, LLC
$147.1MAssets managed
864Clients
11Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7804770
- Firm CRD
- 318698