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CFP Board Ambassadors

JJ Burns, CFP®

Long Island, NY

James J. Burns is the founder and President of JJ Burns & Company. A nationally recognized wealth management expert, JJ has over 27 years of experience developing and managing custom portfolios for institutions, families, and small groups. His goal is to provide individual clients with corporate-caliber investment and financial planning services.

As the firm’s CEO, JJ heads up an experienced team of investment specialists that builds comprehensive wealth management plans for high-net worth families and endowments. Under his leadership, they work closely with clients, their families, businesses and their trusted advisors to create customized, sustainable strategies.