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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-15-2006
- Office Locations
- 1
Office Locations
About J.j. Burns & Company
J.J. Burns & Company is a Melville, NY RIA offering collaborative wealth management that integrates financial planning and portfolio management into one comprehensive plan. The team specializes in guiding families through major life transitions (retirement, divorce, loss of a spouse, business sale) and coordinates with clients’ CPAs and attorneys. Investment approach emphasizes asset allocation and risk management using ETFs, mutual funds, and fixed income; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES JOSEPH BURNS JR
Chief Executive Officer, President
- CRD
- #1746094
- Ownership
- 75% or more
JESSICA EVANS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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NEJAD ABO HAMZY
Financial Planner
- CRD
- #7432073
RICKY BATHIJA
Senior Advisor
- CRD
- #6025866
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,253,310,566 | $495,380 |
| Non-Discretionary | $0 | -- |
| Total | $1,253,310,566 | $495,380 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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