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 Oct 1, 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	Change
Mar 1, 2026	Clients	611	631	increased by20
Mar 1, 2026	AUM	$903,952,794	$1,026,809,872	increased by$122,857,078
Mar 1, 2026	Accounts	611	1,323	increased by712
May 1, 2025 vs Oct 1, 2022	Employees	9	8	decreased by1
May 1, 2025 vs Oct 1, 2022	Clients	1,221	611	decreased by610
May 1, 2025 vs Oct 1, 2022	AUM	$829,751,878	$903,952,794	increased by$74,200,916
May 1, 2025 vs Oct 1, 2022	Accounts	1,222	611	decreased by611
Feb 1, 2022	Employees	10	9	decreased by1
Feb 1, 2022	Clients	1,182	1,221	increased by39
Feb 1, 2022	AUM	$734,110,798	$829,751,878	increased by$95,641,080
Feb 1, 2022	Accounts	1,182	1,222	increased by40
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BURNS COMPANY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BURNS COMPANY” may also match similarly-named firms). Confirm identity against each filing.

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.