Unclaimed Profile

James Joseph Burns

JAMES J. BURNS & COMPANY, LLC·MELVILLE, New York

Series 7, Series 63Clean record4 years registeredJAMES J. BURNS & COMPANY, LLC

225 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 1746094Firm CRD# 140452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Joseph Burns · MELVILLE, NY

Registration

CRD #1746094 · JAMES J. BURNS & COMPANY, LLC · 4 years registered

Brand Profile

Not yet started

Career History

J.J. BURNS & COMPANY

Aug 2021 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · August 20, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JAMES J. BURNS & COMPANY, LLC

CRD 140452 · SEC 801-66736

AUM

$885M

Regulatory assets under management

Employees

1,755 client accounts

Services offered by JAMES J. BURNS & COMPANY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JAMES J. BURNS & COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does James Joseph Burns offer?

James Joseph Burns specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.

What are James Joseph Burns's credentials?

James Joseph Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Joseph Burns located?

James Joseph Burns is based in MELVILLE, New York, working with JAMES J. BURNS & COMPANY, LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.

How does James Joseph Burns charge for services?

James Joseph Burns's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JAMES J. BURNS & COMPANY, LLC?

JAMES J. BURNS & COMPANY, LLC has approximately 15 employees and manages $885M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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