James J. Burns, CFP®

CEO/President, CFP Board Ambassador

James J. Burns is the founder and President of JJ Burns & Company. A nationally recognized wealth management expert, JJ has 30+ years of experience working with institutions, families, and small groups. His goal is to provide individual clients with corporate-caliber investment and financial planning services.

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

JJ is a regular financial commentator on CNBC. He is frequently quoted in publications such as The Wall Street Journal, Reuters, Bloomberg, CNN Money, BusinessWeek, Parenting, and Men’s Health. JJ is also sought out for his expertise in strategic planning, executive compensation, and small business development. He previously hosted the television show, “In the Money,” for Cablevision, in which he answered live, on-air questions about financial and estate planning.

Prior to launching his own firm, JJ worked at Madison Associates where he managed large institutional client portfolios. He has served as director on the boards of multiple established and start-up businesses, and has sat as treasurer for the National Foundation for Human Potential, a developmental disabilities and autism charity. Additionally, JJ has spoken to numerous corporations, business organizations, and non-profits including the Long Island Association for AIDS Care, Alzheimer’s Foundation, and AARP. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CFP Board Ambassador.

As an Alumni of Hofstra University School of Business, JJ continues to help students discover their true passion in the global world of business as a mentor.  He has developed a college internship program for students interested in pursuing careers in the wealth management industry. Additionally, he serves as an advisory board member of the Northport High School Academy of Finance (AOF).

On the personal side

JJ used to be a professional trombone player. He has performed with some of the world’s top jazz musicians, including Dizzy Gillespie, Maynard Ferguson, Wynton Marsalis, Milt Hinton, and the Count Basie Orchestra. JJ and his wife Randi live in Northport with their 4 children Carleigh, Ryan, Connor, and Caroline, and their dog Molly. In his free time, JJ enjoys boating, golfing, deep-sea fishing, and reading up on American history and world affairs.

What JJ brings to the table

You can always rely on JJ for home-cooked Italian food and fresh bread. His signature dish is linguini with clam sauce. He loves making it because it reminds him of clamming with his dad when he was a kid, a tradition he carries on with his boys.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Meet The Team

Steven Mula, CFA®

Chief Investment Officer

Jessica Evans

Client Services Manager, Chief Compliance Officer

Adam Kohler, CFP®

Director of Financial Planning

Anamika Madan, CFP®

Financial Planning Specialist

Nejad Abo-Hamzy, CFP®

Financial Planner

Amy Vasili


Danielle Moss

Client Service Associate

Jami Regan

Administrative Assistant