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James C Burns

BURNS J W & CO INC·DEWITT, New York
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5789 WIDEWATERS PARKWAY, DEWITT, NY 13214CRD# 2560905Firm CRD# 107835
01

About

James C Burns is a registered financial advisor based in DEWITT, New York, affiliated with BURNS J W & CO INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BURNS J W & CO INC
J.W.BURNS & COMPANY, INC.
AUM
$802M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BURNS J W & CO INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2560905
Firm CRD# 107835
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James C Burns offer?
James C Burns specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DEWITT, New York for a consultation.
What are James C Burns's credentials?
James C Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James C Burns located?
James C Burns is based in DEWITT, New York, working with BURNS J W & CO INC. Their office serves clients in the DEWITT metropolitan area and surrounding communities.
How does James C Burns charge for services?
James C Burns's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURNS J W & CO INC?
BURNS J W & CO INC has approximately 8 employees and manages $802M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DEWITT
Marybeth Petrell — RS PETRELL & ASSOCIATES, LLCPeter N Bunitsky — BURNS J W & CO INCCynthia Ann Scott — OMC FINANCIAL SERVICES LTDAlexander Sotir Joseph — HAZARD & SIEGEL ADVISORY SERVICES LLCDavid Mark Mullen — HAZARD & SIEGEL ADVISORY SERVICES LLC
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