JAMES J. BURNS & COMPANY, LLC of MELVILLE, NY is an SEC-registered investment adviser (CRD 140452). Regulatory assets under management: $1.3B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Adam Kohler | DIRECTOR OF FINANCIAL PLANNING | Fayetteville, AR |
| James Joseph Burns | PRESIDENT/CEO | — |
| Anthony Lagiglia | MANAGING DIRECTOR | — |
| Steven Charles Mula | CHIEF INVESTMENT OFFICER | — |
| Jessica Evans | MANAGER OF CLIENT SERVICES & CCO | Melville, NY |
| BURNS JAMES JOSEPH | CHIEF COMPLIANCE OFFICER AND EQUITY OWNER; PRESIDENT; PRESIDENT/CEO | — |
| LAGIGLIA ANTHONY | MANAGING DIRECTOR | — |
| MULA STEVEN CHARLES | CHIEF INVESTMENT OFFICER | — |
| EVANS JESSICA | MANAGER OF CLIENT SERVICES & CCO | — |
| KOHLER ADAM | DIRECTOR OF FINANCIAL PLANNING | — |