JJSA Advisors, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JJSA serves individual investors (including high‑net‑worth and non‑HNW clients), small businesses, trusts, estates, and charitable organizations, providing comprehensive financial planning — covering cash flow, retirement, tax, estate and college planning — as well as investment management and project‑based consulting. Services are delivered through its investment adviser representatives and include implementation support, ongoing portfolio supervision, and occasional one‑off advisory projects.
The firm generally implements portfolios using SEI’s institutional asset allocation programs and predominantly no‑load or load‑waived mutual funds, with model portfolios monitored and rebalanced on a regular basis; JJSA will also directly manage accounts when clients’ existing holdings make that appropriate. While the brochure was updated to add discretionary management, the firm reports that virtually all assets under management were handled on a non‑discretionary basis as of December 31, 2025, and its investment process emphasizes fundamental analysis, diversification, and tax considerations.
Noteworthy distinctions include JJSA’s unusual concentration of non‑discretionary AUM for a supported firm that offers investment management, its requirement that clients use specified custodians (Pershing/United Planners, Schwab, or SEI‑designated custodians), and the advisors’ concurrent roles as registered representatives and insurance agents, which can result in implementation through broker‑dealer channels and receipt of commissionable compensation. The firm also participates in SEI’s advisor benefit programs (including provision of Redtail CRM by SEI), which the brochure discloses as potential conflicts of interest alongside its fiduciary duties.
Client services
Expertise
Fee options
Financial Planning fees: $1,500 comprehensive; $750 limited areas; $200 miscellaneous advice
$0 - $500,000: 1.00% annually $500,001 - $750,000: 0.90% annually $750,001 - $1,000,000: 0.85% annually $1,000,001 - $1,500,000: 0.75% annually $1,500,001 - $2,000,000: 0.65% annually $2,000,001+: Negotiable
Commission fees may apply if clients purchase securities or insurance products through JJSA's IARs acting as registered representatives or insurance agents
Account minimum: $100,000 Minimum fee: Financial Planning minimum fees: $1,500 for comprehensive planning; $750 for two limited areas of concern; $200 for miscellaneous advice
Main office
4456 Corporation Lane, Suite 112
Virginia Beach VA 23462
Advisors at this office
3
Most active in
North Carolina · Texas · Virginia
Also doing business as
Jjsa Advisor, Ltd. · Jjsa Advisors, Ltd.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kelly K
CFP®, Series 63, Series 65
Virginia Beach, VA
JJSA Advisors, Ltd.
Kelly Krause is a CFP® with 12 years of industry experience, currently serving as an advisor at JJSA Advisors, Ltd. in Virginia Beach, VA. Her previous roles include work with Beachbody, LLC and United Planners' Financial Services. In addition to her financial advising duties, she is a commissioned notary public. JJSA Advisors, Ltd. provides comprehensive financial planning and investment management services to individual investors, small businesses, trusts, estates, and charitable organizations. The firm typically employs SEI’s institutional asset allocation programs and emphasizes fundamental analysis, diversification, and tax considerations in managing portfolios.
Dylan Q
Series 63, Series 65
Virginia Beach, VA
JJSA Advisors, Ltd.
Dylan Quitoni is a financial advisor at JJSA Advisors, Ltd. with one year of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at United Planners Financial Services and the Tryon International Equestrian Center. JJSA Advisors serves individual investors, small businesses, trusts, estates, and charitable organizations with comprehensive financial planning and investment management. The firm emphasizes fundamental analysis, diversification, and tax considerations, delivering services primarily on a non-discretionary basis using institutional asset allocation programs and model portfolios.
Doreen R
Series 63, Series 65
Virginia Beach, VA
JJSA Advisors, Ltd.
Doreen Roadman is an investment advisor representative with JJSA Advisors, Ltd. in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with JJSA Advisors since 2005 and has a background that includes tax preparation and serving as finance chairperson for Sandbridge Community Chapel. JJSA Advisors, Ltd. is a small advisory firm serving individual and small-business clients, including high-net-worth individuals, with comprehensive financial planning and investment management services. The firm typically implements diversified, mutual fund-focused portfolios using the SEI Advisor Network for institutional asset allocation and manager selection.
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