Jessica Evans

Client Services Manager, Chief Compliance Officer

Jessica Evans joined JJ Burns & Company in 2012. As Client Services Manager and Chief Compliance Officer, she works as a key member of the executive team to manage the operations of the firm. She also helps oversee technology, establish policies and procedures, and enhance the client experience.

Prior to JJ Burns, Jessica was in charge of operations and marketing for an e-commerce business. She holds a B.S. in Marketing & Finance from the University of Maryland, College Park.

On the personal side

Jessica lives in East Northport with her husband Greg, daughters Paige and Harley, and their dog Bodhi.

What Jessica brings to the table

Jessica is the consummate hostess. She always makes sure that everyone is comfortable and having a good time. And although she’s not much of a cook, Jessica has perfected her grandmother’s recipe for chocolate chip cookies. She claims it’s the only thing she makes that people actually want to eat. All we know is that you have to move fast if you want one.

Meet The Team

James J. Burns, CFP®

CEO/President, CFP Board Ambassador

Steven Mula, CFA®

Chief Investment Officer

Adam Kohler, CFP®

Director of Financial Planning

Anamika Madan, CFP®

Financial Planning Specialist

Nejad Abo-Hamzy, CFP®

Financial Planner

Amy Vasili

Paraplanner

Danielle Moss

Client Service Associate

Jami Regan

Administrative Assistant