# James Burns

> James Burns is a fee-only financial advisor at J.w.burns & Company in Dewitt, New York, who holds the CFA credential. J.w.burns & Company reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/james-burns/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** J.w.burns & Company
- **Based in:** Dewitt, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.03B across 1,323 accounts
- **Credentials:** CFA
- **CRD:** 2560905 (https://adviserinfo.sec.gov/individual/summary/2560905)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (1994), Series 65 (1996)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://jwburns.com/

## Frequently asked questions

### Is James Burns a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?

James's firm, J.w.burns & Company, reports charging a percentage of assets on its SEC Form ADV.

### Where is James Burns based?

James Burns is based in Dewitt, New York.

### What credentials does James Burns hold?

James Burns holds the CFA credential.

### Is James Burns registered with the SEC?

Yes. James Burns is registered as an investment adviser representative in NY and TX (CRD 2560905), 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 James Burns?

Through James's website, jwburns.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2560905): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.