Insights

Strong Financial Position With an annual revenue ranging between $10 million and $25 million, JJ Burns & Company demonstrates a solid financial foundation. This stability indicates potential for expanding their service offerings and investing in innovative wealth management solutions.

Growth Through Acquisition The company's strategic acquisition of Emmes Wealth Management in 2016 highlights a growth-oriented approach. Opportunities exist to provide advanced integration and technology solutions that enhance their expanded client services.

Award Recognition Receiving the 2020 Business & Finance award showcases industry recognition and credibility. This opens avenues for premium service offerings such as high-end wealth consulting, exclusive financial products, or branding collaborations.

Boutique Service Model As an independent, boutique firm focusing on personalized wealth management, JJ Burns & Company is well-positioned to adopt tailored technology platforms and client engagement tools to strengthen client relationships and stand out from larger competitors.

Competitive Market Insight Positioned among leading wealth management firms with a smaller team size, there is an opportunity to utilize advanced CRM and analytics tools to scale personalized services efficiently, attracting high-net-worth clients seeking bespoke financial planning.

JJ Burns & Company Tech Stack

JJ Burns & Company uses 8 technology products and services including oEmbed, Google Fonts API, Font Awesome, and more. Explore JJ Burns & Company's tech stack below.

  • oEmbed
    Dev Tools
  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • Slick
    Javascript Libraries
  • Campaign Monitor SPF
    Marketing Automation
  • Flywheel
    Platform As A Service
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics

JJ Burns & Company's Email Address Formats

JJ Burns & Company uses at least 1 format(s):
JJ Burns & Company Email FormatsExamplePercentage
First@jjburns.comJohn@jjburns.com
50%
FirstLast@jjburns.comJohnDoe@jjburns.com
23%
Last@jjburns.comDoe@jjburns.com
18%
First.Last@jjburns.comJohn.Doe@jjburns.com
9%

Frequently Asked Questions

Where is JJ Burns & Company's headquarters located?

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JJ Burns & Company's main headquarters is located at 225 Broadhollow Road Suite 410 Melville, New York 11747 United States. The company has employees across 1 continents, including North America.

What is JJ Burns & Company's phone number?

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You can contact JJ Burns & Company's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is JJ Burns & Company's official website and social media links?

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JJ Burns & Company's official website is jjburns.com and has social profiles on LinkedIn.

What is JJ Burns & Company's SIC code NAICS code?

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JJ Burns & Company's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does JJ Burns & Company have currently?

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As of March 2026, JJ Burns & Company has approximately 28 employees across 1 continents, including North America. Key team members include Chief Investment Officer: S. M.Chief Operating Officer: J. E.President And Chief Executive Officer: J. B.. Explore JJ Burns & Company's employee directory with LeadIQ.

What industry does JJ Burns & Company belong to?

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JJ Burns & Company operates in the Financial Services industry.

What technology does JJ Burns & Company use?

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JJ Burns & Company's tech stack includes oEmbedGoogle Fonts APIFont AwesomeSlickCampaign Monitor SPFFlywheelX-Content-Type-OptionsGoogle Analytics.

What is JJ Burns & Company's email format?

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JJ Burns & Company's email format typically follows the pattern of First@jjburns.com. Find more JJ Burns & Company email formats with LeadIQ.

When was JJ Burns & Company founded?

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JJ Burns & Company was founded in 1994.

JJ Burns & Company

Financial ServicesNew York, United States11-50 Employees

At JJ Burns & Company, we’re more than just wealth managers. We help you plan and build the life you want and make your dreams for the future a reality. Everything we do—from portfolio management and estate planning to tax strategies and asset protection—we do with an unwavering commitment to your vision.

We believe that wealth management isn’t about the stocks in your portfolio or the balance in your bank account. It’s about living a rich life—a life where you’re able to spend time on the things that really matter to you and provide for the people you care about.

As an independent, boutique firm, JJ Burns & Company provides a high level of service and individual attention that you won’t find at impersonal, corporate institutions. We partner with you to develop a comprehensive, customized roadmap that can take you from where you are today to where you want to go and adapt to the inevitable bumps along the way. We also work hand-in-hand with your attorney, accountant, and other professional advisors, so your entire team is in sync.

What kind of life do you envision? No matter where you want to go, we can help you get there.

Section iconCompany Overview

Headquarters
225 Broadhollow Road Suite 410 Melville, New York 11747 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    JJ Burns & Company's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    JJ Burns & Company's revenue is estimated to be in the range of $10M$25M

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