JJSA Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
JJSA Advisors reports 218 clients. They include 172 individual clients and 46 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $154M across 587 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 37% |
| High-net-worth individuals | 21% | 63% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 172 | $57.5M | 37.3% | $334K |
| High-net-worth individuals | 46 | $96.8M | 62.7% | $2.1M |
| Total | 218 | $154M | 100% | $708K |
- Clients
- 172
- Regulatory AUM
- $57.5M
- AUM share
- 37.3%
- Avg. per client
- $334K
- Clients
- 46
- Regulatory AUM
- $96.8M
- AUM share
- 62.7%
- Avg. per client
- $2.1M
Total
- Clients
- 218
- Regulatory AUM
- $154M
- AUM share
- 100%
- Avg. per client
- $708K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
JJSA Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial, tax, retirement and estate planning carry minimum fees of $1,500 for comprehensive planning, $750 for two limited areas and $200 for miscellaneous advice.
Doreen Roadman owns 75% or more of JJSA Advisors. The leadership team of JJSA Advisors includes President Kelly Krause and Chief Compliance Officer Doreen Roadman. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Jjsa Advisors, LTD.
Doreen Roadman
Control person · since March 2005
JJSA Advisors’ regulatory assets grew from $128M (July 2025) to $154M (March 2026); clients rose from 187 to 218 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $154M | 218 | 2 | 1 |
| Jul 2025July 2025 | $128M | 187 | 2 | 1 |
Besides its headquarters, JJSA Advisors has 0 offices, with 1 listed address in 1 state.
Virginia · 1 listed address
- 4456 Corporation Lane, Suite 112, Virginia BeachHQ
Contact and registration details
- Legal name
- Jjsa Advisors, LTD.
- Headquarters
- 4456 Corporation Lane, Suite 112, Virginia Beach, VA 23462
- Website
- jjsadvisors.com
- Phone
- 757-473-0004
- SEC file
- 801-134015
- Structure
- Virginia corporation
- Fiscal year end
- December
JJSA Advisors’ named custodian for separately managed accounts is SEI Trust ($143M). JJSA Advisors does not have custody of client assets.
- SEI TrustSEI Trust Company · Oaks, PA · $143M100%
At year end, JJSA Advisors’ separately managed accounts were mostly in funds (97%).
What the accounts hold
- Funds97%
- Cash3%
How many clients does JJSA Advisors have?
JJSA Advisors has 218 clients and manages $154 million for them, as of March 2026. They include 172 individual clients and 46 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does JJSA Advisors offer?
JJSA Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does JJSA Advisors use?
JJSA Advisors’ separately managed account assets are held at SEI Trust Company (Oaks, PA), with $143M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does JJSA Advisors have?
JJSA Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does JJSA Advisors invest in?
At the end of its last fiscal year, JJSA Advisors’ separately managed accounts held 97% registered funds (mutual funds, ETFs, BDCs) and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns JJSA Advisors?
JJSA Advisors’ direct owner is Doreen Roadman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does JJSA Advisors get paid?
JJSA Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact JJSA Advisors?
JJSA Advisors’ main office is at 4456 Corporation Lane, Suite 112, Virginia Beach, VA 23462. Its phone number is 757-473-0004. Its website is jjsadvisors.com.
