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Kelly Krause, portrait

Kelly Krause

Vice President at JJSA Advisors in Virginia Beach, VA

Investment adviser and broker registrationsUpdated

Kelly Krause is Vice President of Jjsa Advisors, LTD., an investment adviser managing $154M, and works from its Virginia Beach, VA office. Kelly Krause has been registered as an investment adviser representative through JJSA Advisors since 28 March 2017, has 11 years in the industry across 1 firm and has passed the Series 7, Series 63, Series 65 and Series 24.

11
Years in industry
9
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Kelly Krause has been Vice President of JJSA Advisors since July 2019, is a control person of the firm and directly owns under 5% of it. Kelly Krause holds a Bachelor's degree in Business Administration and Management from California University of Pennsylvania.

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.

Kelly Krause is Investment Advisor Representative of JJSA Advisors LTD, based in Virginia Beach, VA. She works with Doreen Roadman in creating financial plans for clients and serves as the Operations Manager for the office. She began her career in the financial industry in Columbus, OH and joined JJSA Advisors in 2015.

  1. – present · 9 years
    Virginia Beach, VA · Adviser representative · Firm CRD 116460

Credentials and registrations

Professional designations

Listed by JJSA Advisors

  • CFP®

Investment adviser representative registrations

Kelly Krause is registered as an investment adviser representative in 2 states. The first approvals date from March 2017; the most recent is Texas, in September 2025.

  • TexasSince 15 September 2025
  • VirginiaSince 28 March 2017

Examinations

Series 2422 December 2022
Name
General Securities Principal Examination
SIECredited
Name
Securities Industry Essentials Examination
Series 6520 December 2016
Name
Uniform Investment Adviser Law Examination
Series 6321 December 2015
Name
Uniform Securities Agent State Law Examination
Series 717 September 2014
Name
General Securities Representative Examination

Key facts

Full name
Kelly Jean Krause
CRD
6034673
Firm
JJSA Advisors · CRD 116460
Role
Vice President
Office
4456 CORPORATION LANE, SUITE 112, Virginia Beach, VA 23462
Registration
Investment adviser and broker registrations
In the industry since
October 2014
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Kelly Krause work?

Kelly Krause has been Vice President of Jjsa Advisors, LTD. since July 2019, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 12 March 2026

Is Kelly Krause a financial advisor?

Yes. Kelly Krause has a current investment-adviser registration in Texas and Virginia, through JJSA Advisors since March 2017.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Kelly Krause have?

Kelly Krause has 11 years in the financial industry, since October 2014, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Kelly Krause passed?

Kelly Krause has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in September 2014. FINRA credited Kelly Krause with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where is Kelly Krause based?

Kelly Krause’s registered office is in Virginia Beach, VA.

Source: IAPD individual record, checked 22 October 2026

Is Kelly Krause registered with FINRA?

Yes. Kelly Krause has a current broker registration, under CRD 6034673.

Source: FINRA BrokerCheck

Is Kelly Krause a CFP?

JJSA Advisors lists Kelly Krause with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.

Source: Kelly J Krause biography, jjsadvisors.com

How can I verify Kelly Krause’s record?

Search CRD 6034673 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kelly Krause’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at JJSA Advisors

Sources

  1. IAPD individual record, CRD 6034673, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Jjsa Advisors, LTD., filed 12 March 2026. Title, control and ownership bands.
  3. JJSA Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.