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Jjsa Advisor, Ltd.

● SEC registered since 2025CRD 116460SEC# 801-134015Virginia Beach, VA
Export (members)
Reg. AUM
$127.9M
Employees
2
Accounts
552
Location
Virginia Beach, VA

Jjsa Advisor, Ltd. assets under management

Jjsa Advisor, Ltd. is an SEC-registered investment adviser based in Virginia Beach, VA. The firm has been registered since 2025. It reports $127.9 million in regulatory assets under management and employs 2 people.

Jjsa Advisor, Ltd. owners & executives

2 reported
NameTitleOwnershipSince
Doreen Sue Roadman ControlPresident And Chief Compliance OfficerOver 75%2005
Kelly Jean Krause ControlVice PresidentUnder 5%2019

Frequently asked questions

How much does Jjsa Advisor, Ltd. manage?

Jjsa Advisor, Ltd. reports $127.9 million in regulatory assets under management on its Form ADV.

How many employees does Jjsa Advisor, Ltd. have?

Jjsa Advisor, Ltd. reports 2 employees.

Where is Jjsa Advisor, Ltd. located?

Jjsa Advisor, Ltd. is based in Virginia Beach, VA and has been SEC-registered since 2025.

Does Jjsa Advisor, Ltd. disclose fund performance?

Jjsa Advisor, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4456 Corporation Lane, Suite 112, Virginia Beach, VA 23462
Phone757-473-0004
Fax757-473-1604
Office hours9:00a.m.-4:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$127.9M
Total (RAUM)$127.9M