James D. Burns
James D. Burns is originally from Brooklyn, N.Y. He attended Brooklyn College and the University of California at Berkeley, and received his degree in economics in 1978. He moved permanently to California in 1985 and married the following year.
Jim joined AXA Equitable in 1986 and began a practice in retirement planning. Recognizing early the need for stability and security in his retired clients’ lives, he has been a long-time advocate of income and insurance planning. Using a combination of fixed and variable annuities with living benefit guarantees and long-term care insurance programs, he has helped his clients plan for their retirements through difficult times for over 25 years!
Jim became a member of Wealth Management Strategies to improve service and increase the resources available to his clients. It has proven to be a good decision.
Licenses & Certifications
CA Insurance License 0697716
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC; in UT as Equitable Network Insurance Agency of Utah, LLC; and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Wealth Management Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.