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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| JJSA Advisor Ltd
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|---|---|
| CRD # | 116460 |
| SEC # | 801-134015 |
| CIK # | |
| AUM | $127.9 M (2025-07-25) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 757-473-0004 |
| Address | 4456 Corporation Lane Virginia Beach, VA 23462 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 55.6 |
| (b) Individuals (high net worth individuals) | 35 | 72.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 552 | 127.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 552 | 127.9 |
| Total | 552 | 127.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.9 | |
| Total | 552 | 127.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brett Josey Wealth Management LLC
✚
|
0.1 | |
|
Rexford Capital Inc
✚
|
0.1 | |
|
Mutual Trust Advisory Group Inc
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|
FL | 0.1 |
|
Worthington Financial Partners LLC
✚
|
OH | 0.1 |
|
Wagner Financial LLC
✚
|
OR | 0.1 |
|
Elite Life Management LLC
✚
|
PA | 0.1 |
|
Turner Capital Investments LLC
✚
|
TX | 0.1 |
|
Ascension Wealth Partners LLC
✚
|
CA | 0.1 |
|
Cyr Financial Inc
✚
|
IL | 0.1 |
|
Sullivan Investments Group LLC
✚
|
0.1 |