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Adam Kohler

Director Of Financial PlanningJames J. Burns & Company, LLCCRD 6089693

About Adam Kohler

Adam Kohler is listed as Director Of Financial Planning at James J. Burns & Company, LLC in Melville, NY. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of James J. Burns & Company, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Adam Kohler work?

Adam Kohler is listed as Director Of Financial Planning at James J. Burns & Company, LLC on SEC Form ADV.

How much of James J. Burns & Company, LLC does Adam Kohler own?

Form ADV reports a beneficial ownership band of Under 5%.

James J. Burns & Company, LLC

TitleDirector Of Financial Planning
OwnershipUnder 5%
Control personNo
Since2023