August 20, 2017 4:39 AM ET

Capital Markets

Company Overview of J.J. Burns & Company, LLC

Company Overview

J.J. Burns & Company, LLC provides investment advisory services in the United States. The company offers wealth management services that include financial planning, investment management, tax planning, estate planning, heritage planning, asset protection, and charitable planning. Its financial planning services include cash flow and budget analysis, net worth evaluation, risk management and insurance, investment planning, retirement planning, estate planning, and heritage planning; investment management services comprise investment selection and ongoing performance monitoring; and heritage planning services focus on family history, financial education, and philanthropy. The company’s asset p...

538 Broadhollow Road

Suite 204

Melville, NY 11747

United States

Founded in 1994

Phone:

631-390-0500

Fax:

631-420-4757

Key Executives for J.J. Burns & Company, LLC

Founder, Chief Executive Officer, President and CFP Board Ambassador
Managing Director
Chief Investment Officer
Assistant Portfolio Manager
Client Services Manager
Compensation as of Fiscal Year 2017.

J.J. Burns & Company, LLC Key Developments

JJ Burns & Company Appoints Barry Goldberg as Director

JJ Burns announced that the company he founded has acquired Syosset-based Emmes Wealth Management. Emmes founder and CEO, Barry Goldberg, will join JJ Burns & Company as a director. The acquisition represents a significant step toward JJ Burns & Company’s long-term strategic plan of building a leading wealth management team. Going forward, Mr. Goldberg will continue to manage his base of clients while becoming part of strategic business development initiatives and strategic partnerships at JJ Burns & Company.

J.J. Burns & Company Presents at The RIA East Investment Forum, Jun-28-2016 08:00 AM

J.J. Burns & Company Presents at The RIA East Investment Forum, Jun-28-2016 08:00 AM. Venue: Renaissance Boston Waterfront Hotel, 606 Congress Street, Boston, MA 02210, United States. Speakers: Steven Mula, Chief Investment Officer.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
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