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J.J. BURNS & COMPANY
JAMES J. BURNS & COMPANY, LLC
CRD 140452 · SEC 801-66736
225 BROADHOLLOW ROAD, SUITE 410, MELVILLE, NY, 11747, United States
Phone
631-390-0500
Fax
631-420-4757
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.25B
Discretionary AUM
$1.25B
Team
17 total employees; 8 advisory reps; 17 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 337 | $1.10B |
| High net worth individuals | 280 | $110.8M |
| Pension/profit sharing plans | 10 | $42.6M |
States served
CA, GA, MA, NV, NJ, NY, NC, PA, SC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD