PPrivate Fund Data Log in Join · $37/mo

Jonathan Brett Burgess

Managing Member & Chief Compliance OfficerBurgess Investment Group, LLCCRD 7339636

About Jonathan Brett Burgess

Jonathan Brett Burgess is listed as Managing Member & Chief Compliance Officer at Burgess Investment Group, LLC in Greenville, SC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Burgess Investment Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jonathan Brett Burgess work?

Jonathan Brett Burgess is listed as Managing Member & Chief Compliance Officer at Burgess Investment Group, LLC on SEC Form ADV.

How much of Burgess Investment Group, LLC does Jonathan Brett Burgess own?

Form ADV reports a beneficial ownership band of Over 75%.

Burgess Investment Group, LLC

TitleManaging Member & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2021
View Burgess Investment Group, LLC →