J.J. BURNS & COMPANY

225 Broadhollow Road
Suite 410
Melville, New York 11747
Tel: 631-390-0500

About J.J. BURNS & COMPANY

JJ BURNS & COMPANY, formally registered with the SEC as JJ BURNS & COMPANY. The firm was established in 05/15/2006. They have over 1 offices throughout the country.

J.J. BURNS & COMPANY is a Melville, New York based Financial Planning firm with nearly $1,069,875,158 assets under management, offering retirement planning & investment advisory services to 2064 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140452
SEC#	801-66736
Assets Managed by Firm	$1,069,875,158
No. of Clients	2064
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	2064	$1,069,875,158
Individuals (other than high net worth individuals)	337	$127,709,508
High net worth individuals	235	$904,576,057
Pension and profit sharing plans	11	$37,589,593

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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