Jeremiah Burns
Executive Director,
Financial Advisor,
Family Wealth Director
Direct:
(207) 871-7373(207) 871-7373
My Mission Statement
Combining our experience with the resources of Morgan Stanley, we help wealthy families address the complex challenges of managing significant wealth.
Jeremiah "Josh" S. Burns, Jr.
For over 40 years, I have helped clients with significant wealth meet a variety of complex needs. My clients face challenges that go far beyond investing, to encompass such disciplines as estate and business succession strategies, non-traditional investing, risk and liquidity management, and philanthropy. I’ve structured my career accordingly, pursuing credentials that enable me to offer a broad array of experience, knowledge, and relevant solutions.
As a Morgan Stanley Family Wealth Director for Northern New England, I’ve met rigorous criteria that have prepared me to help address the many complexities surrounding exceptional wealth. This designation allows me to provide my clients with access to resources unavailable to most Financial Advisors - resources that enable me to approach your finances comprehensively, so that all the strategies we formulate together truly work in concert toward your most important goals.
I am a graduate of Colby College with a B.A. in Economics and Mathematics. My wife Susan and I with our two children have lived in Falmouth for over twenty years. We enjoy boating on Casco Bay, golf, skiing and tennis.
As a Morgan Stanley Family Wealth Director for Northern New England, I’ve met rigorous criteria that have prepared me to help address the many complexities surrounding exceptional wealth. This designation allows me to provide my clients with access to resources unavailable to most Financial Advisors - resources that enable me to approach your finances comprehensively, so that all the strategies we formulate together truly work in concert toward your most important goals.
I am a graduate of Colby College with a B.A. in Economics and Mathematics. My wife Susan and I with our two children have lived in Falmouth for over twenty years. We enjoy boating on Casco Bay, golf, skiing and tennis.
Securities Agent: OH, NC, MT, ME, VA, UT, MO, HI, MN, FL, WI, WA, CO, RI, NV, CA, WY, VT, NY, CT, AZ, NJ, IL, SC, NH, DE, LA, TN, MI, MD, MA, DC, TX, SD; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1274612
NMLS#: 1274612
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Awards
2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014: Named to Barron’s list of America’s Top 1,200 Advisors
Source: Barrons.com (Awarded 2014-2022 ). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2023, 2022, 2019, 2018 Forbes’ Best-in-State Wealth Manager
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2020, 2019, 2018, 2017 Financial Times 400 Top Financial Advisors Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
https://www.morganstanley.com/disclosures/awards-disclosure.html
Source: Barrons.com (Awarded 2014-2022 ). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2023, 2022, 2019, 2018 Forbes’ Best-in-State Wealth Manager
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2020, 2019, 2018, 2017 Financial Times 400 Top Financial Advisors Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
https://www.morganstanley.com/disclosures/awards-disclosure.html
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Upcoming Firm Events
The Lessons in Leadership Virtual Event Series will continue throughout 2025 . Check back soon for details on upcoming events.
Online
Client Service Team
Joni H Vickery - Portfolio Associate
Phone:
(207) 771-0829(207) 771-0829
Email:joan.h.vickery@morganstanley.com
A skilled and qualified professional with Morgan Stanley since 1998, Joni handles account opening, maintenance, service and administration issues for an elite group of clientele. She is licensed and strives to deliver the highest level of service possible to the clients, while helping them achieve their goals.
A life-long resident of Maine, Joni graduated from Thomas College with both Business Management and Travel and Tourism degrees. She, along with daughter, Haley, live in Gorham, Maine. Joni enjoys spending her free time exercising, and supporting many animal welfare organizations throughout her community.
A life-long resident of Maine, Joni graduated from Thomas College with both Business Management and Travel and Tourism degrees. She, along with daughter, Haley, live in Gorham, Maine. Joni enjoys spending her free time exercising, and supporting many animal welfare organizations throughout her community.
Location
100 Middle St
3rd Fl
Portland, ME 04101
US
Direct:
(207) 871-7373(207) 871-7373
Fax:
(207) 771-0870(207) 771-0870
Wealth Management
From My Desk
You are your Own CEO: Build a Dream Team for Your Career
Wealth Management
Global Investment Office
Portfolio Insights
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Signature Access
- Business Services
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Ready to start a conversation? Contact Jeremiah Burns today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
