JJSA Advisors LTD

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

Advisory Services offered through JJSA Advisors, LTD.

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

 Insurance-related services may not be provided to individuals residing in any states other than California, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maryland, Massachusetts, Michigan, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, and Virginia. 

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Doreen Roadman and Kelly Krause are registered to conduct securities business in California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Washington. This communication is strictly intended for individuals residing in the states listed.  No offers may be made or accepted from outside the specific states referenced. 

View our Client Relationship Summary here.