J.W.BURNS & COMPANY, INC.

Legal name: BURNS J W & CO INC

CRD 107835File 801-13068

APPROVED

Retail clients

Filing as of Apr 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.03B

Above cohort median (national)

Discretionary AUM

$991.9M

Non-discretionary $35.0M

Clients

631

1,323 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: May 9, 1977
Principal office: 5789 WIDEWATERS PARKWAY, DEWITT, NY, 13214
Phone: 315-449-1341
Website: https://jwburns.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.03B
Discretionary AUM: $991.9M
Non-discretionary AUM: $35.0M
Discretionary accounts: 1,316
Non-discretionary accounts: 7
Total accounts: 1,323
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	16	$22.0M
Charitable organizations	30	$95.9M
High net worth individuals	267	$784.6M
Pension and profit sharing plans	13	$29.4M
Individuals (other than high net worth individuals)	305	$94.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.