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
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Risk management strategies for individuals, couples and domestic partners...time for a review.
- On November 1, 2013, Morgan Stanley Chairman and CEO James Gorman announced the establishment of the Morgan Stanley Institute for Sustainable Investing. As part of the Institute, Morgan Stanley will expand its industry-leading Investing with Impact Platform with new products, innovative thematic portfolios and groundbreaking thought leadership.
Jeremiah "Josh" S. Burns, Jr is licensed in the following state(s):
AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, NC, NH, NJ, NY, OR, PA, SC, TX, VA, VT, WI
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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