Manager of Client Services & CCO · J.J. Burns & Company
Jessica Evans
CRD 6354255 · Named on Form ADV at one SEC-registered adviser
At a glance
J.J. Burns & Company, an SEC-registered wealth manager based in Melville, NY with $1.3 billion in regulatory assets, lists Jessica Evans on its Form ADV as Manager of Client Services & CCO, a control person.
Firms and roles
- J.J. Burns & CompanyManager of Client Services & CCOWealth manager · Melville, NY · $1.3B in regulatory assets
AtlasMembers
Jessica’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James J. BurnsPresident/ceo, J.J. Burns & Company
- Anthony LagigliaManaging Director, J.J. Burns & Company
- Adam KohlerDirector of Financial Planning, J.J. Burns & Company
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jessica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.