J.W.BURNS & COMPANY, INC.

5789 Widewaters Parkway
Dewitt, New York 13214
Tel: 315-449-1341

About J.W.BURNS & COMPANY, INC.

JWBURNS & COMPANY, INC, formally registered with the SEC as JWBURNS & COMPANY, INC. The firm was established in 05/09/1977. They have over 3 offices throughout the country.

J.W.BURNS & COMPANY, INC. is a Dewitt, New York based Financial Planning firm with nearly $903,952,794 assets under management, offering retirement planning & investment advisory services to 611 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107835
SEC#	801-13068
Assets Managed by Firm	$903,952,794
No. of Clients	611
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	611	$903,952,794
Individuals (other than high net worth individuals)	316	$102,337,926
High net worth individuals	240	$660,433,486
Pension and profit sharing plans	11	$29,234,557
Charitable organizations	27	$88,122,050
Corporations or other businesses	17	$23,824,775

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