James Burns (CRD# 1746094) is an Investment Advisor Representative working at J.j. Burns & Company in Melville, NY and has over 36 years of experience in the finance industry. James Burns has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5956154
J.p. Morgan Securities LLC
CRD# 1862848
Lpl Financial LLC
CRD# 4266534
Vanderbilt Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| James J Burns & Company, LLC | Melville, NY | Jan 1994 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1987 |
- NY
- TX
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Total Assets Under Management885MILLIONS
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Total Number of Accounts1,755ACCOUNTS
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Average Account Value$504,472
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, MA, NH, NJ, NY, SC, TX
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