JJSA ADVISORS, LTD.
SEC RegisteredGuidance & Trust — Here for you through the Ever-changing tides of life
About the firm
JJSA Advisors provides exceptional financial planning services and builds lasting client relationships by offering solutions, ongoing support and instilling confidence along the journey.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning services including clarifying financial goals, establishing written goals, putting a plan in motion, and ongoing management of financial well-being.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 172 | $58M |
| High Net Worth Individuals | 46 | $97M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| $500,001 to $750,000 | 0.90% |
| $750,001 to $1,000,000 | 0.85% |
| $1,000,001 to $1,500,000 | 0.75% |
| $1,500,001 to $2,000,000 | 0.65% |
| Above $2,000,000 | 0.00% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JJSA ADVISORS, LTD. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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