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RIA / WealthAdvisorCertified Financial Planner17 years in industry

Anamika Bala Madan

Advisor at J.J. BURNS & COMPANY

MELVILLE, NY

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Search this name across graphsid dfx:ria:8fedd13d-0836-05dc-4562-a8274912a59f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Feb 19, 2009 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: Feb 17, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Feb 17, 2009
First registration: Feb 19, 2009
Dual registered: no
Other names: ANAMIKA BALA MOJICA|Anamika B Madan|Anamika Madan
IAPD individual key: 5279887

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	May 7, 2024	n/a	yes	MELVILLE, NY	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Aug 16, 2022	Feb 1, 2024	no	NEW YORK, NY	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 19, 2019	Jun 17, 2022	no	PARAMUS, NJ\|WHITE PLAINS, NY	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 8, 2013	Nov 14, 2019	no	Stamford, CT	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Feb 19, 2009	Jan 18, 2013	no	CINCINNATI, OH\|STAMFORD, CT	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
COMMONWEALTH FINANCIAL NETWORK	J.J. BURNS & COMPANY	Feb 1, 2024	May 7, 2024	96	Firm change	Ibd to RIA
EDELMAN FINANCIAL ENGINES	COMMONWEALTH FINANCIAL NETWORK	Jun 17, 2022	Aug 16, 2022	60	Firm change	RIA to ibd
CHARLES SCHWAB & CO., INC.	EDELMAN FINANCIAL ENGINES	Nov 14, 2019	Nov 19, 2019	5	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	CHARLES SCHWAB & CO., INC.	Jan 18, 2013	Feb 8, 2013	21	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ J.J. BURNS & COMPANYRegistered adviserregistration: current employment
May 7, 2024 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Aug 16, 2022 to Feb 1, 2024factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Nov 19, 2019 to Jun 17, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 8, 2013 to Nov 14, 2019factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Feb 19, 2009 to Jan 18, 2013factForm ADV

Dated events

Occurred
Feb 1, 2024
Advisor changed firm
Anamika Bala Madan left Commonwealth Financial Network for J.J. Burns & Company (registered 2024-05-07)
Form ADVobserved 6 days ago
Occurred
Jun 17, 2022
Advisor changed firm
Anamika Bala Madan left Edelman Financial Engines for Commonwealth Financial Network (registered 2022-08-16)
Form ADVobserved 6 days ago