$154.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
221 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Pershing · SEI
- Clients
- Retail
- Platforms
- DeltaPathway +more
- Established Date
- 02-27-1995
- Office Locations
- 1
Office Locations
4456 Corporation Lane Suite 112 Virginia Beach VA
About Jjsa Advisors, Ltd.
Jjsa Advisors, Ltd. is a Virginia Beach-based RIA. The firm has been operating for 31 years. Managing $154.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Pershing. Services offered include Asset Management, Business Succession, College Planning.
Team overview
-- AVG AGE
$77.2M AVG AUM / ADVISOR
$698.4K AVG AUM / CLIENT
20.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Harbor foundation Pioneer
CRM
Ember
Custodian
Glacier Ridge legacy Timber foundation Vector Wave unison Ridge Pathway Horizon fusion Matrix radial Atlas Meridian optima Meridian Horizon oak Value Pathway pathway Vertex Delta Matrix Prime Zenith
Investment Themes
Prime oak Matrix Vector pathway Meridian
Investment Vehicles
Unison glacier
Platform
North focus Insight horizon Pathway Wave harbor Vertex vector
Services
North Harbor Oak Frontier vector Foundation prime Foundation harbor Catalyst vector Harbor fusion Prime prime Eagle north
Technology
Vector Bridge summit Legacy horizon Peak Meridian
Owner & Executives
DOREEN SUE ROADMAN
Chief Compliance Officer, President, Registered Representative
- CRD
- #1356291
- Ownership
- 75% or more
(458) 542-7324
pathway.eagle@primecapital.com
in linkedin.com/in/harbor-crest
KELLY JEAN KRAUSE
Investment Advisor Representative, VICE PRESIDENT
- CRD
- #6034673
- Ownership
- Less than 5%
(886) 292-6622
ember.zenith@bridgecapital.com
in linkedin.com/in/unison-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $154,336,256 | $262,924 |
| Total | $154,336,256 | $262,924 |
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Separately Managed Accounts
Total SMA Asset: $154,336,256
Public Funds:
52.5% Cash:
47.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,855,294,237 | 52.5% |
| Cash | $2,583,361,453 | 47.5% |
| Total | $5,438,655,690 | 100.0% |