Adam
Kohler
J.J. Burns & Company
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About this Advisor
Adam Kohler is a certified financial planner based in Melville, New York, who has 1 year of relevant experience. Kohler is an advisor for J.J. Burns & Company. Throughout their career, Kohler has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Fidelity Investments and J.J. Burns & Company. Kohler holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. J.J. Burns & Company is a financial advisory firm that has its headquarters in Melville, NY. It handles $700 million in assets under management between its 1,601 customer accounts, placing it among the larger firms in the country by assets under management. Of its 1,601 customer accounts, 38% belong to high-net-worth investors who have greater than $1 million in assets available to invest. J.J. Burns & Company provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management vary depending on which services the firm provides the client. Fee types charged by J.J. Burns & Company most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J.J. Burns & Company Brokerage Details
$700,297,449
11
1,601
$437,413
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Adam Kohler Work History
Adam has been registered as a financial advisor for 1 years.*
J.J. Burns & Company
Fidelity Investments
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Kohler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at J.J. Burns & Company
Melville, NY
Melville, NY
Melville, NY
Melville, NY
Melville, NY
Melville, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
