RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
A••• K•••••
- Title
- Director of Financial Planningreportedjjburns.comfirm site, Sep 16, 2026
- Designations
- CFP, BFAreportedjjburns.comas printed on the bio page, Sep 17, 2026
- Professional profile
- jjburns.com/get-to-know-us/team-member/adam-kohlerreportedjjburns.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- J••• B•••• • C•••••• independent RIA currentsince Feb 25, 2022 · Melville, Ny
- F••••••• P••••••• A•• W•••••••• A••••••• formerNov 23, 2020 to Dec 1, 2021 · Garden City, Ny
- A••••• A•• P••••••• S••••••• BD affiliatedJan 20, 2015 to Nov 13, 2020 · Melville, Ny
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 22, 2012 to Dec 10, 2014 · Northport, Ny
- F••••••• P••••••• A•• W•••••••• A••••••• to J••• B•••• • C••••••left Dec 1, 2021, registered Feb 25, 2022 (86 days) · Affiliated broker-dealer or bank to independent RIA
- A••••• A•• P••••••• S••••••• to F••••••• P••••••• A•• W•••••••• A•••••••left Nov 13, 2020, registered Nov 23, 2020 (10 days) · Affiliated broker-dealer or bank to another · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A••••• A•• P••••••• S•••••••left Dec 10, 2014, registered Jan 20, 2015 (41 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address