I am a Wealth Advisor, Senior Vice President, Portfolio Management Director and Family Wealth Director who has been with Morgan Stanley for 33 years and was recognized by Barron’s magazine in the Top 1,200 Advisors and number 1 in Maine for 2015. This is the sixth year in a row I’ve received this award (2015, 2014, 2013, 2012, 2011, 2010). I also was honored as being in the Top 400 of the Financial Times Top Advisors for the third consecutive year (2015, 2014, 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; Transactional Futures/Commodities; Managed Futures
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