J.J. Burns & Company
Melville, NY·SEC-registered · CRD #140452
J.J. Burns & Company is an SEC-registered investment advisory firm in Melville, NY managing $1.3B across 2.5k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.3B
Client accounts
2.5k
Advisory staff
8
Fee model
Fee-based
How J.J. Burns & Company is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about J.J. Burns & Company
How much does J.J. Burns & Company manage?
Per its most recent SEC Form ADV filing (03/24/2026), J.J. Burns & Company reports $1.3B in regulatory assets under management across roughly 2.5k client accounts.
How does J.J. Burns & Company charge?
J.J. Burns & Company is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is J.J. Burns & Company a fiduciary?
Yes. J.J. Burns & Company is registered with the U.S. Securities and Exchange Commission (CRD #140452), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is J.J. Burns & Company taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks J.J. Burns & Company and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Melville, NY
Profile compiled from J.J. Burns & Company's public SEC Form ADV filing (CRD #140452, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of J.J. Burns & Company. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with J.J. Burns & Company? Claim this profile.