Investment adviser · CRD 140452
J.J. BURNS & COMPANY
Investment adviser filing (IA)
JAMES J. BURNS & COMPANY, LLC
MELVILLE, NY, United States · Form ADV filed Sep 22, 2026
- Regulatory AUM
- $1.25B Form ADV · Item 5.F
- Client accounts
- 2,530 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 337 | $1,099,889,062 | 87.8% |
| High-net-worth individuals | 280 | $110,828,945 | 8.8% |
| Retirement plans | 10 | $42,592,559 | 3.4% |
Filing source
Form ADV 2111978 · Sep 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
225 BROADHOLLOW ROAD, SUITE 410MELVILLE, NY, 11747, United States
CRD 140452
Filing source
Form ADV 2111978 · Sep 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.