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JJ Burns & Company Employee Directory

Financial ServicesNew York, United States11-50 Employees

JJ Burns & Company is a financial services firm based in Melville, New York, describing itself as an independent, boutique wealth management practice. It offers a range of services including portfolio management, estate planning, tax strategies, and asset protection, with a focus on developing customized roadmaps that align with clients’ long-term goals and life plans. The firm emphasizes collaboration with clients’ other professional advisors to keep a cohesive strategy, and positions itself as providing high levels of personalized service and attention compared with larger corporate institutions. The company serves individuals seeking comprehensive wealth planning and intergenerational wealth transfer, addressing the need to balance financial decisions with personal objectives and life priorities. Since its formation, the firm has expanded through strategic hires and acquisitions, such as the 2016 integration of Emmes Wealth Management, reflecting a growth approach within the wealth management landscape.

Find JJ Burns & Company employees' phone numbers or email addresses

JJ Burns & Company Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

JJ Burns & Company's Leadership

  • Stylized image of a person
    S. M.
    Chief Investment Officer
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  • Stylized image of a person
    J. B.
    President And Chief Executive Officer
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  • Stylized image of a person
    A. L.
    Partner
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JJ Burns & Company Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from JJ Burns & Company

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. M.
    Chief Investment Officer
    Phone icon
    Jun 27, 2026
  • Stylized image of a person
    A. L.
    Partner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. B.
    President And Chief Executive Officer
    Phone icon
    Jul 07, 2024

Frequently Asked Questions

What is JJ Burns & Company known for?

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JJ Burns & Company was founded in 1994 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore JJ Burns & Company's company overview page for more information.

What is JJ Burns & Company's most common email format?

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JJ Burns & Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more JJ Burns & Company email formats with LeadIQ.

How many employees does JJ Burns & Company have currently?

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JJ Burns & Company has approximately 28 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are JJ Burns & Company's key employees and leadership?

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As of July 2026, JJ Burns & Company's key employees include:

  • Chief Investment Officer: S. M.
  • President And Chief Executive Officer: J. B.
  • Partner: A. L.

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