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Jjsa Advisors, Ltd.

● SEC registered since 2025CRD 116460SEC# 801-134015Virginia Beach, VA
Export (members)
Reg. AUM
$154.3M
Employees
2
Accounts
587
Location
Virginia Beach, VA

Jjsa Advisors, Ltd. assets under management

Jjsa Advisors, Ltd. is an SEC-registered investment adviser based in Virginia Beach, VA. The firm has been registered since 2025. It reports $154.3 million in regulatory assets under management and employs 2 people.

Jjsa Advisors, 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 Advisors, Ltd. manage?

Jjsa Advisors, Ltd. reports $154.3 million in regulatory assets under management on its Form ADV.

How many employees does Jjsa Advisors, Ltd. have?

Jjsa Advisors, Ltd. reports 2 employees.

Where is Jjsa Advisors, Ltd. located?

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

Does Jjsa Advisors, Ltd. disclose fund performance?

Jjsa Advisors, 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

Regulatory AUM

$154.3M▲ 21%
Jun '25 — $127.9MJul '25 — $127.9MAug '25 — $127.9MSep '25 — $127.9MOct '25 — $127.9MNov '25 — $127.9MDec '25 — $127.9MJan '26 — $127.9MFeb '26 — $127.9MMar '26 — $154.3MApr '26 — $154.3MMay '26 — $154.3MJun '26 — $154.3M
Jun '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$154.3Mregulatory AUM
Discretionary $0Non-discretionary $154.3M