I am a Wealth Advisor, Senior Vice President, Senior Portfolio Manager and Family Wealth Director who has been with Morgan Stanley for 31 years and was recognized by Barron’s magazine as 2013 Top 1,000 Advisors in the United States, this is the fourth year in a row I’ve received this award (2013, 2012, 2011, 2010) . I also was honored as being in the Top 400 of the Financial Times Top Advisors for 2013. As one of 180 Family Wealth Directors in the firm of over 18,000 advisors, and the Family Wealth Director in Northern New England, I am able to offer a broad array of experience, knowledge and access to services of particular importance to ultra high net worth individuals and families. My approach is holistic, recognizing that holders of significant wealth have a complex array of financial planning matters to consider, expanding beyond a base of sound, fundamental investment objectives to include areas such as estate and succession planning, non-traditional investing, risk and liquidity management, and philanthropy. Please feel free to contact me if my comprehensive approach is right for you.
- Colby College, 1981
B.A. in Economics and Math
- Series 7,63, 66,65,Commodities series 3.
- Senior Vice President
- Senior Portfolio Manager
- Family Wealth Director
- Named Barrons top 1000 advisors for 2010
- Named #1 Advisor in Maine
Barrons top 1000 advisors for 2011
- Named Barrons top 1000 advisors for 2012
Jeremiah "Josh" S. Burns, Jr holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OK, OR, PA, RI, SC, TX, VA, VT, WI, WY;
General Securities Representative;
Investment Advisor Representative;
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html
. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .Awards Disclosures
Morgan Stanley Smith Barney
Log into your portfolio
Investments services are offered through Morgan Stanley Smith Barney LLC, member SIPC.
© Morgan Stanley Smith Barney.