JJ Burns & Company Employee Directory

Financial ServicesNew York, United States11-50 Employees

At JJ Burns & Company, we’re more than just wealth managers. We help you plan and build the life you want and make your dreams for the future a reality. Everything we do—from portfolio management and estate planning to tax strategies and asset protection—we do with an unwavering commitment to your vision.

We believe that wealth management isn’t about the stocks in your portfolio or the balance in your bank account. It’s about living a rich life—a life where you’re able to spend time on the things that really matter to you and provide for the people you care about.

As an independent, boutique firm, JJ Burns & Company provides a high level of service and individual attention that you won’t find at impersonal, corporate institutions. We partner with you to develop a comprehensive, customized roadmap that can take you from where you are today to where you want to go and adapt to the inevitable bumps along the way. We also work hand-in-hand with your attorney, accountant, and other professional advisors, so your entire team is in sync.

What kind of life do you envision? No matter where you want to go, we can help you get there.

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

JJ Burns & Company Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

JJ Burns & Company's Leadership

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    S. M.
    Chief Investment Officer
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    J. E.
    Chief Operating Officer
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    J. B.
    President And Chief Executive Officer
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    A. L.
    Partner
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    A. K.
    Director Of Financial Planning
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    L. A.
    Managing Director
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    R. B.
    Assistant Portfolio Manager
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    D. M.
    Operations Manager
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JJ Burns & Company Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from JJ Burns & Company

Name
Title
Contact Info
Location
Last Update
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    H. W.
    Financial Paraplanner
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    United StatesNew York
    Sep 09, 2025
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    N. S.
    Client Services Associate
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    United StatesNew York
    Dec 17, 2025
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    A. V.
    Financial Paraplanner
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    United StatesNew York
    Nov 13, 2025
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    A. M.
    Financial Planning Specialist
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    United StatesNew York
    Nov 17, 2025
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    B. R.
    Wealth Management Intern
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    United StatesNew York
    Aug 02, 2025
  • Stylized image of a person
    N. A. H.
    Financial Planner
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    United StatesNew York
    Jan 04, 2025

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. The company's main headquarters is located in 225 Broadhollow Road, Suite 410; 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 26 employees as of January 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 January 2026, JJ Burns & Company's key employees include:

  • Chief Investment Officer: S. M.
  • Chief Operating Officer: J. E.
  • President And Chief Executive Officer: J. B.
  • Partner: A. L.
  • Director Of Financial Planning: A. K.

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