J.w.burns & Company, Inc.

J.w.burns & Company, Inc. (CRD# 107835) is a financial advisory firm headquartered in Dewitt, NY. They manage $801,883,454 in 1,270 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
5789 Widewaters Parkway, Dewitt, NY 13214
https://jwburns.com/
By the Numbers
  • Total Assets Under Management
    802
    MILLION
  • Total Number of Accounts
    1,270
    ACCOUNTS
  • Average Account Value
    $631,404
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CT, FL, MA, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at J.w.burns & Company, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Peter Bunitsky, financial advisor Dewitt NY
Peter N. Bunitsky
CRD#: 4347323
5789 Widewaters Parkway, Dewitt, NY 13214

Peter Bunitsky (CRD# 4347323) is an Investment Advisor Representative working at J.w.burns & Company, Inc. in Dewitt, NY and has 1 year of experience in the finance industry.

2
James Burns, financial advisor Dewitt NY
James C. Burns
CRD#: 2560905
5789 Widewaters Parkway, Dewitt, NY 13214

James Burns (CRD# 2560905) is an Investment Advisor Representative working at J.w.burns & Company, Inc. in Dewitt, NY and has over 29 years of experience in the finance industry.

3
Andrew Derrenbacker, financial advisor Dewitt NY
Andrew J. Derrenbacker
CRD#: 7405007
5789 Widewaters Parkway, Dewitt, NY 13214

Andrew Derrenbacker (CRD# 7405007) is an Investment Advisor Representative working at J.w.burns & Company, Inc. in Dewitt, NY and has 1 year of experience in the finance industry.

4
Edward Grassi, financial advisor Dewitt NY
Edward A. Grassi
CRD#: 7405025
5789 Widewaters Parkway, Dewitt, NY 13214

Edward Grassi (CRD# 7405025) is an Investment Advisor Representative working at J.w.burns & Company, Inc. in Dewitt, NY and has 1 year of experience in the finance industry.

5
Thaddeus Malley, financial advisor Dewitt NY
Thaddeus Malley
CRD#: 7405051
5789 Widewaters Parkway, Dewitt, NY 13214

Thaddeus Malley (CRD# 7405051) is an Investment Advisor Representative working at J.w.burns & Company, Inc. in Dewitt, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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