J.J. Burns & Company
Firm details
- Headquarters
- Melville, New York
- CRD number
- 140452
- Registered since
- May 15, 2006
- Website
- jjburns.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals87.76%
- HNWI8.84%
- Pension & Profit Sharing Plans3.4%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
J.J. Burns & Company is an independent, LLC-structured registered investment adviser that has been SEC-registered since 2006. The firm is owner-operated and serves both individual/family and institutional clients, offering financial planning and portfolio management services (with an explicit focus on individuals and small businesses). Its fee arrangements include both asset-based percentage fees and flat fixed fees. The adviser does not identify as an ESG investor, is not a multi-state or newly formed adviser, and does not act as a capital allocator or pension consultant. The firm lists an insurance company affiliation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents6%
- Exchange Traded Equities5%
- State & Local Bonds3%
- US Government Bonds2%
Owners & executives
3 of 3
James Burns
CEO & PresidentCRD 1746094
David Carter
Chief Investment OfficerCRD 2362095
Steven Mula
Chief Investment OfficerCRD 1346625
Contacts
3 of 6
Anamika Madan
Financial Planning SpecialistCRD 5279887
Jessica Evans
Client Services ManagerCRD 6354255
Nejad Abo Hamzy
Financial PlannerCRD 7432073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 111Active vs passive
$834M in ETFs
83%
$693M
10%
$141M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $167M | 484,908 | 20.00% |
Location
Melville, NY
Suffolk
Location
Melville, NY
Headquartered in Melville, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 225 Broadhollow Rd
- Time zone
- ET (UTC-5)
- Office locations
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