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BURNS J W & CO INC
BURNS J W & CO INC
J.W.BURNS & COMPANY, INC.
DEWITT, New York
·
4 registered advisors
·
CRD# 107835
SEC# 801-13068
2
315-449-1341
01
Firm Overview
AUM
$802M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at BURNS J W & CO INC
4 registered advisors
Andrew James Derrenbacker
DEWITT, New York
CRD# 7405007
James C Burns
DEWITT, New York
CRD# 2560905
Peter N Bunitsky
DEWITT, New York
CRD# 4347323
Sheila Zimmerman
EAST SYRACUSE, New York
CRD# 4347480
05
Office Locations
DEWITT, New York
3 advisors
EAST SYRACUSE, New York
1 advisor
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Data sourced from SEC Form ADV filings. BURNS J W & CO INC (CRD# 107835) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.