J.W.Burns & Company, Inc.

Dewitt, New York
Registered with the U.S. Securities and Exchange Commission · CRD #107835 · Form ADV last filed April 20, 2026

SEC-registered Charges on assets No commissions Financial planning No disclosures

Visit firm website Official SEC record

Assets under management

$1.0B

Larger than 82.5% of U.S. firms

Clients

631

1,323 accounts

Average per client

$1.6M

Assets divided by clients

Staff

5 give advice

Assets per employee

$128.4M

A rough capacity measure

Who they work with

Individuals 305 High net worth 267

26-50 of its clients receive financial planning services.

How they get paid

J.W.Burns & Company, Inc. reports charging a percentage of the assets they manage for you.

It does not report earning commissions on product sales.

Financial planningYes

Portfolio management for individualsYes

Wrap fee programYes

Disclosure history

J.W.Burns & Company, Inc. reported no disciplinary disclosures on Item 11 of its latest Form ADV. That covers the firm and its associated people at the time of filing; verify the current position on the official SEC record.

Firm details

Legal nameBurns J W & Co Inc

CRD number107835

Organised asCorporation

Registration statusApproved

Main office5789 Widewaters Parkway

Phone(315) 449-1341

Custody of client assetsNo

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Every figure on this page is taken from J.W.Burns & Company, Inc.’s own Form ADV Part 1 filing with the SEC, last filed April 20, 2026. Retirely does not verify these figures and is not affiliated with this firm. Nothing here is advice or a recommendation to hire or avoid any adviser. Confirm the current record at adviserinfo.sec.gov.

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