Kelly Jean Krause
Investment adviser representative at Jjsa Advisors, Ltd.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$154.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Kelly J KrauseFeb 2025 to now
- Jjsa Advisors, Ltd.Mar 2017 to now
- United Planners' Financial ServicesJul 2015 to now
- Beachbody. LLC - Choose Your Journey FitnessOct 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Jjsa Advisors, Ltd.
$154.3MAssets managed
218Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6034673
- Firm CRD
- 116460