Doreen Roadman
Doreen Roadman is a registered investment advisor at Jjsa Advisors, LTD., based in Virginia Beach, VA, with 40 years of industry experience. Doreen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 187 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.65% |
Management fees for assets in excess of $2,000,000 are negotiable.
Fee Estimator
Location
4456 Corporation Lane, Suite 112, Virginia Beach, VA, 23462
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Doreen is an Investment Advisor Representative with JJSA Advisors, Ltd. She is also an agent for life and health insurance, a tax preparer, a notary, and the finance chairperson for Sandbridge Community Chapel.
Employment History
Current Registrations
Jjsa Advisors, LTD.
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Securities America, INC.Broker
Investors Security Company, INC.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.