JJSA ADVISORS, LTD.

Overview

Jjsa Advisors, Ltd. is an independent registered investment adviser focused on serving individual and family clients, along with small-business owners. The firm’s advisory work centers on financial planning and portfolio management, delivered through a mix of percentage-of-assets and fixed-fee arrangements. Jjsa Advisors structures client portfolios primarily with pooled public funds and mutual funds, and supplements those core allocations with alternative exposures and insurance products where appropriate. The firm is not positioned as an ESG-focused manager and operates under a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices