Dewitt, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
J.W.Burns & Company, Inc.
Team
Firm-wide stats for J.W.Burns & Company, Inc.
About
J.W. Burns & Company provides individualized portfolio management and, when requested, limited financial planning and consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations and corporations. The firm manages roughly $1.02 billion across discretionary and non-discretionary accounts and implements portfolios that may include exchange-listed securities, bonds, municipal securities, mutual funds and ETFs.
The firm’s investment process emphasizes fundamental analysis and a preference for long-term purchases, with ongoing monitoring and at least quarterly portfolio reviews tied to each client’s stated objectives, time horizon and risk tolerance. J.W. Burns treats cash as an asset class (including explicit cash-sweep policies and the option to maintain defensive cash positions) and documents its approach to margin and pledged-asset loans when clients elect to use them.
A distinctive feature is the firm’s participation in wrap-fee and separately managed account programs, a business model that is relatively uncommon among peer team firms and that the brochure notes can limit negotiation of commissions and affect transaction costs. The firm has operated since 1974, maintains institutional custody and trading relationships (including Schwab Institutional), and delegates proxy voting and shareholder action decisions to clients rather than voting proxies on their behalf.
Based on J.W.Burns & Company, Inc.
Location
5789 Widewaters Parkway
Dewitt NY 13214
Advisors at this office
5
Advisors at this office
James B
CFA®, Series 63, Series 65
Dewitt, NY
J.W.Burns & Company, Inc.
James Burns is a CFA® charterholder with five years of industry experience at J.W. Burns & Company, Inc., a firm he has been associated with since 1987. Based in Dewitt, NY, he is part of a six-advisor team. J.W. Burns & Company, Inc. provides individualized portfolio management and limited financial planning to individuals, pension plans, charitable organizations, and corporations. The firm manages over $1 billion in assets, employing fundamental analysis and a long-term investment approach with regular portfolio reviews based on clients’ objectives and risk tolerance.
Andrew D
CFP®, CFA®
Dewitt, NY
J.W.Burns & Company, Inc.
Andrew Derrenbacker is a CFP® and CFA® at J.W. Burns & Company, Inc., with five years of industry experience. He has been with J.W. Burns since 2014 and previously worked at Colgate University. J.W. Burns & Company provides individualized portfolio management and, when requested, limited financial planning and consulting to individuals, pension plans, charitable organizations, and corporations. The firm manages over $1 billion in assets, focusing on fundamental analysis, long-term investments, and regular portfolio reviews tailored to each client’s objectives and risk tolerance.
Thaddeus M
CFP®
Dewitt, NY
J.W.Burns & Company, Inc.
Thaddeus Malley is a CFP® with five years of industry experience, currently serving at J.W. Burns & Company, Inc., where he has been part of the team since 2006. The firm, based in Dewitt, NY, has six advisors and a history dating back to 1974. J.W. Burns & Company provides individualized portfolio management and limited financial planning to individuals, pension plans, charitable organizations, and corporations. The firm manages about $1.02 billion, focusing on fundamental analysis and long-term investment strategies, with an emphasis on ongoing portfolio monitoring and client-specific objectives.
John Z
Series 63, Series 65
Dewitt, NY
J.W.Burns & Company, Inc.
John Zimmerman is a financial advisor at J.W. Burns & Company, Inc. with 11 years of industry experience. He previously worked at BNP Paribas for 11 years before joining J.W. Burns. He holds Series 63 and Series 65 designations. J.W. Burns & Company provides individualized portfolio management and limited financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and long-term investments, managing over $1 billion across various account types while offering specialized services like wrap-fee and separately managed account programs.
Peter B
Dewitt, NY
J.W.Burns & Company, Inc.
Peter Bunitsky Jr. is an advisor with J.W. Burns & Company, Inc., where he has been working since 1990. He holds five years of industry experience. J.W. Burns & Company provides individualized portfolio management and limited financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages over $1 billion in assets, emphasizing fundamental analysis and long-term investments with regular portfolio reviews tailored to clients’ objectives and risk tolerance.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)