James Burns
J.w.burns & Company · Dewitt, New York
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.
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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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY, TX · CRD 2560905 |
| Exams passed | Series 63 (1994) · Series 65 (1996) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | jwburns.com |
How James'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 James
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.
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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