SourcingSourcing

JJSA ADVISORS, LTD.

B64
CRD 116460·SEC 801-134015·VIRGINIA BEACH, VA
AUM
$154.3M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$463K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JJSA ADVISORS, LTD.
CRD
116460
SEC file #
801-134015
EIN
—
DBA names
—

Economics

AUM
$154.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$127.9M → $154.3M▲ +21%
Client mix
Individuals Other172
Individuals High Net Worth46

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
VIRGINIA BEACH VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
jjsadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROADMAN, DOREEN, SUE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ROADMAN, DOREEN, SUE
KRAUSE, KELLY, JEAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JJSADVISORS.COM
Rdap Domain Creation Date
2001-01-13T03:22:19Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-13T03:22:19Z
Rdap Domain Last Changed
2024-11-13T08:30:17Z
Rdap Nameservers
Ns15.worldnic.comNs16.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1356291
Trust Company Affiliate
No

People (2)

2
ROADMAN, DOREEN, SUE
IAR · Direct Owner · 87.5%
1356291
KRAUSE, KELLY, JEAN
IAR · Executive Officer · 2.5%
6034673