A complete list of active advisors currently associated with J.J. Burns & Company

Warmer can help you find a great advisor at J.J. Burns & Company or one who fits your needs even better.

J.J. Burns & Company provides individualized investment management and comprehensive financial planning to individuals, high-net-worth clients, and various institutional entities. The firm reports discretionary management of approximately $1.25 billion and tailors portfolios and planning work to each client’s stated objectives and risk tolerances. The adviser develops client-specific investment policies and implements them on a discretionary basis, using fundamental analysis to evaluate individual companies and set asset allocation targets. It relies on custodial and trading relationships—including participation in Schwab Advisor Services and a Prime Broker program—to access research and execute aggregated trades across client accounts when appropriate. Distinctive features include offering financial planning on a fixed-fee basis and maintaining co-advisory arrangements with other registered advisers that result in shared management and fee-splitting under written agreements. The firm’s personnel are licensed to sell insurance and the firm has an affiliated insurance agency (which may generate commission-based compensation), it does not vote client proxies (clients retain that responsibility), and it uses standing third‑party transfer authorizations under specified safeguards.

To learn more about the advisors currently working at J.J. Burns & Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.