Anamika Bala Madan
Investment adviser representative at J.J. Burns & Company
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- J.J. Burns & CompanyApr 2024 to now
- Commonwealth Financial NetworkMay 2022 to Jan 2024
- Element Financial GroupMay 2022 to Jan 2024
- Financial Engines Advisors L.L.CNov 2019 to May 2022
- Charles Schwab & Co., IncJan 2013 to Nov 2019
- Charles Schwab BankJan 2013 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
J.J. Burns & Company
Legal name: James J. Burns & Company, LLC
$1.3BAssets managed
627Clients
6Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5279887
- Firm CRD
- 140452