Skip to main content

  Tel: 757-473-0004  Fax: 757-473-1604   info@jjsadvisors.com

  • Home
  • Who We Are 
    • Our Team
  • Why We Are Different
  • What We Do 
    • Overview
    • Our Services
    • Investments
    • Risk Management
    • Retirement Planning
    • Managing Your Finances
    • Asset Allocation
  • Client Center
  • Events
  • Contact

Navigation

Guidance & Trust

Inquire with us today and see how we can help you.

Here for you through the

Ever-changing tides of life

Inquire with us today and see how we can help you.

Solutions from

The Heart

Inquire with us today and see how we can help you.

 

Previous

 

Next

Home

Who Are We?

 

Who-Are-We.jpg

 

JJSA Advisors provides exceptional financial planning services and builds lasting client relationships by offering solutions, ongoing support and peace of mind along the journey.

What We Do

We help uncover solutions by listening and gaining understanding on what you truly want to accomplish, then take those dreams, establish written goals, and put a plan in motion, measuring the progress along the way.

How We Do It

Your financial well-being requires time, the right choices and ongoing management. JJSA will help you clarify and understand where you are and where you want to be.

Why We are Different

JJSA embodies a team of professionals who are passionate and committed in helping clients crystallize their goals and create a plan for achieving them.

Photo of team member

Doreen Roadman, CFP®

Principal

Doreen Roadman is president and principal owner of JJSA Advisors where she oversees operations and staff activities of the firm.   ...

Photo of team member

Kelly J Krause, CFP®

Investment Advisor Representative and Operations Manager

Kelly is a Certified Financial Planner professional and works closely with Doreen in creating financial plans for our clients, and also serves as...

Photo of team member

Pam Rapp

Office Manager/Client Service Representative

Pam has been a valued team member of JJSA Advisors for over 10 years. Her genuine caring nature and deep compassion is evident to everyone she...

Photo of team member

Angelica Pearson

Client Service Representative

Angel was born in Bloomfield, New Jersey and raised in Virginia Beach. Angel earned an Associate’s Degree in Business Management from...

Photo of team member

Destiny Bernardez

Client Service Representative

Destiny was born in New York City, but was raised in Virginia Beach, She graduated in 2017 from Old Dominion University with a B.A. in Criminal...

Photo of team member

C. David Coker

Operations Manager

David migrated to the Virginia Beach area in 2014 and is originally from Columbia, SC. He began his career with JJSA Advisors in February 2020,...

Looking to learn more?

Get a Free Portfolio Risk Analysis

Try Now

Latest Blog Posts

The Ins and Outs of Banking Online

Submitted by JJSA Advisors LTD on September 5th, 2017

In a few short years, it seems as though the banking industry has revolutionized. It is now easier (and more convenient than ever) to tend to your banking needs, all from the comforts of your pyjamas. Gone are the notions of banking hours, and the never ending lineups when you want to deposit your paycheck.

  • Read more

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Submitted by JJSA Advisors LTD on June 22nd, 2017

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.

  • Read more

The 4 Essential Elements of a Retirement Plan

Submitted by JJSA Advisors LTD on June 22nd, 2017

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security.

  • Read more

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Form ADV Disclosure

Contact info

  •   4456 Corporation Ln., Ste 112, Virginia Beach, VA 23462
  •  Tel: 757-473-0004
  •   Fax: 757-473-1604
  •   info@jjsadvisors.com

Contact Us

Fill out the form below and we'll be in touch.

Securities offered through United Planners Financial Services, Member FINRA/SIPC

JJSA Advisors, LTD. and United Planners are not affiliated.

© 2021 JJSA Advisors LTD. All rights reserved.

Website Design For Financial Services Professionals