Doreen Roadman has been President and Chief Compliance Officer of JJSA Advisors since March 2005, is a control person of the firm and directly owns 75% or more of it.
Jjsa Advisors, LTD. is a Virginia Beach, VA firm with $154M under management, 218 clients and 2 advisers in one office, as of its March 2026 filing.
Doreen Roadman is President and principal owner of JJSA Advisors LTD, based in Virginia Beach, VA, where she oversees operations and staff activities of the firm. She began her career in 1979 and returned to JJSA Advisors in 1990 as Director of Operations. She purchased the business in 2004.
- Jjsa Advisors, LTD.Current– present · 31 yearsVirginia Beach, VA · Adviser representative · Firm CRD 116460
Professional designations
Listed by JJSA Advisors
- CFP®
Investment adviser representative registrations
Doreen Roadman is registered as an investment adviser representative in Virginia, since February 1995.
- VirginiaSince 27 February 1995
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 21 October 1991 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 March 1991 |
| Series 7 | General Securities Representative Examination | 12 December 1990 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 June 1985 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 June 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Doreen Sue Roadman
- CRD
- 1356291
- Firm
- JJSA Advisors · CRD 116460
- Role
- President and Chief Compliance Officer
- Office
- 4456 CORPORATION LANE, SUITE 112, Virginia Beach, VA 23462
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1985
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- jjsadvisors.com
Where does Doreen Roadman work?
Doreen Roadman has been President and Chief Compliance Officer of Jjsa Advisors, LTD. since March 2005, and is a control person of the firm.
Is Doreen Roadman a financial advisor?
Yes. Doreen Roadman has a current investment-adviser registration in Virginia, through JJSA Advisors since February 1995.
How many years of experience does Doreen Roadman have?
Doreen Roadman has 41 years in the financial industry, since June 1985, across 1 adviser firm.
What exams has Doreen Roadman passed?
Doreen Roadman has passed 5 licensing exams: the Series 63, Series 6, Series 7, Series 65 and Series 24. The earliest, the Series 63, was passed in June 1985. FINRA credited Doreen Roadman with the SIE, which began in October 2018.
Where is Doreen Roadman based?
Doreen Roadman’s registered office is in Virginia Beach, VA.
Is Doreen Roadman registered with FINRA?
Yes. Doreen Roadman has a current broker registration, under CRD 1356291.
Source: FINRA BrokerCheck
Is Doreen Roadman a CFP?
JJSA Advisors lists Doreen Roadman with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Doreen Roadman’s record?
Search CRD 1356291 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Doreen Roadman’s full registration record.
