Edward Grassi
J.w.burns & Company · Dewitt, New York
Edward Grassi is a fee-only financial advisor at J.w.burns & Company in Dewitt, New York. J.w.burns & Company reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | J.w.burns & Company |
|---|---|
| Based in | Dewitt, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.03B across 1,323 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 7405025 |
| Exams passed | Series 65 (2023) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | jwburns.com |
| Profile |
How Edward's firm compares
- J.w.burns & Company's average account is about $776,000, from its Form ADV (assets managed divided by 1,323 accounts).
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Questions about Edward
Is Edward Grassi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and J.w.burns & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, J.w.burns & Company, reports charging a percentage of assets on its SEC Form ADV.
Where is Edward Grassi based?
Edward Grassi is based in Dewitt, New York.
Is Edward Grassi registered with the SEC?
Yes. Edward Grassi is registered as an investment adviser representative in FL and TX (CRD 7405025), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does J.w.burns & Company manage?
J.w.burns & Company reports $1.03B across 1,323 accounts in assets under management.
How do I contact Edward Grassi?
Through Edward's website, jwburns.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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