Firm profile

J.J. BURNS & COMPANY

MELVILLE, NYCRD 140452Latest ADV March 24, 2026

J.J. Burns & Company is an SEC registered investment adviser organized as a limited liability company with a primary office location in Melville, NY.

Assets Under Management
$1.3B
Employees
17
Offices
--
Total Clients
627
Primary office
MELVILLE, NY
225 BROADHOLLOW ROAD, SUITE 410, MELVILLE, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJames J. Burns
CCOJessica Evans
CIOSteven C. Mula

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 53.7% of total clients.
Top client categories% of clientsClients
1
Individuals
53.7%
337
2
HNWI
44.7%
280
3
Pension Plans
1.6%
10

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.3Bas of March 24, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.3B
Total Accounts2,530
10Y AUM Change+$1.0B (+452.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee37:1
10Y Employee Change+11 (+183.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.