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RIA / WealthAdvisorCertified Financial Planner13 years in industry

ADAM KOHLER

Advisor at J.J. BURNS & COMPANY

MELVILLE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3befbf5b-0b36-76dc-9a13-1bc322afd87e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 22, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.J. BURNS & COMPANY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 19, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 19, 2012
First registration: Oct 22, 2012
Dual registered: no
IAPD individual key: 6089693

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.J. BURNS & COMPANY	Independent wealth	Feb 25, 2022	n/a	yes	MELVILLE, NY	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Nov 23, 2020	Dec 1, 2021	no	GARDEN CITY, NY	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jan 20, 2015	Nov 13, 2020	no	MELVILLE, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 22, 2012	Dec 10, 2014	no	NORTHPORT, NY\|MELVILLE, NY\|HUNTINGTON STATION, NY\|EAST ISLIP, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	J.J. BURNS & COMPANY	Dec 1, 2021	Feb 25, 2022	86	Firm change	Ibd to RIA
ADVICE AND PLANNING SERVICES	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Nov 13, 2020	Nov 23, 2020	10	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ADVICE AND PLANNING SERVICES	Dec 10, 2014	Jan 20, 2015	41	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
20472:288590:NY:2020-11-13	Nov 13, 2020	Nov 23, 2020	MELVILLE, NY	Firm change

Relationships

Registered with (4)

→ J.J. BURNS & COMPANYRegistered adviserregistration: current employment
Feb 25, 2022 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Nov 23, 2020 to Dec 1, 2021factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 20, 2015 to Nov 13, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 22, 2012 to Dec 10, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3befbf5b-0b36-76dc-9a13-1bc322afd87e
First observed: Oct 22, 2012
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ADAM KOHLER

Advisor at J.J. BURNS & COMPANY

MELVILLE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3befbf5b-0b36-76dc-9a13-1bc322afd87e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:08 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

J.J. BURNS & COMPANY

Independent wealth

Feb 25, 2022

n/a

yes

MELVILLE, NY

Current employment

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Former SEC adviser

Nov 23, 2020

Dec 1, 2021

GARDEN CITY, NY

Previous registration

ADVICE AND PLANNING SERVICES

Bd affiliated wealth

Jan 20, 2015

Nov 13, 2020

MELVILLE, NY

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Oct 22, 2012

Dec 10, 2014

NORTHPORT, NY|MELVILLE, NY|HUNTINGTON STATION, NY|EAST ISLIP, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FIDELITY PERSONAL AND WORKPLACE ADVISORS

J.J. BURNS & COMPANY

Dec 1, 2021

Feb 25, 2022

Firm change

Ibd to RIA

ADVICE AND PLANNING SERVICES

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Nov 13, 2020

Nov 23, 2020

Firm change

Ibd to ibd

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ADVICE AND PLANNING SERVICES

Dec 10, 2014

Jan 20, 2015

Firm change

Other

Team

Left

Joined

From

Kind

20472:288590:NY:2020-11-13

Nov 13, 2020

Nov 23, 2020

MELVILLE, NY

Firm change