J.W.Burns & Company, Inc.

Overview

J.W.Burns & Company, Inc. is an SEC registered investment adviser based in Syracuse, NY, registered since 1977. It reports $1B in assets under management across 1,323 accounts, with 8 employees. It has 6 investment adviser representatives.

Reported AUM

$1B

Discretionary

97%

Accounts

1,323

Average account

$776K

Employees

8

Advisory reps

6

Registered since

1977

Jurisdictions

14

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• James C Burns Owner, President, Chief Executive Officer CRD 2560905
• Peter N Bunitsky Jr Treasurer, Director CRD 4347323
• Andrew James Derrenbacker Corporate Secretary CRD 7405007

Advisory reps 3 of 6

• Peter N Bunitsky Jr. Investment Adviser Rep CRD 4347323
• James C Burns Investment Adviser Rep CRD 2560905
• Andrew James Derrenbacker Investment Adviser Rep CRD 7405007

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5789 Widewaters Pkwy
Syracuse, NY 13214

County

Onondaga

Metro area

Syracuse, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: jwburns.com

Every state, with registration dates

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