Overview
Assets Under Management: $154 million
Headquarters: VIRGINIA BEACH, VA
High-Net-Worth Clients: 46
Average Client Assets: $2.1 million
Frequently Asked Questions
JJSA ADVISORS, LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116460), JJSA ADVISORS, LTD. is subject to fiduciary duty under federal law.
JJSA ADVISORS, LTD. is headquartered in VIRGINIA BEACH, VA.
JJSA ADVISORS, LTD. serves 46 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, JJSA ADVISORS, LTD. offers financial planning and portfolio management for individuals. View all service details ↓
JJSA ADVISORS, LTD. manages $154 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, JJSA ADVISORS, LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.73%
Average Client Assets: $2.1 million
Total Client Accounts: 587
Non-Discretionary Accounts: 587
Regulatory Filings
CRD Number: 116460
Filing ID: 2064146
Last Filing Date: 2026-03-12 15:14:26