Kelly Krause (CRD# 6034673) is an Investment Advisor Representative working at Jjsa Advisors, Ltd. in Virginia Beach, VA and has over 8 years of experience in the finance industry. Kelly Krause has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jjsa Advisors, Ltd | Virginia Beach, VA | Oct 2021 - Current | 2 |
| United Planners' Financial Services | Scottsdale, AZ | Jul 2015 - Current | 8 |
| Beachbody. Llc - Choose Your Journey Fitness | Virginia Beach, VA | Oct 2015 - Jun 2017 | 1 |
| Raymond James Financial Services,inc | Columbus, OH | Feb 2012 - Jun 2015 | 3 |
| Saling Simms Associates | Columbus, OH | Feb 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2015 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- NC
- VA
-
Total Assets Under Management98MILLIONS
-
Total Number of Accounts525ACCOUNTS
-
Average Account Value$186,619
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC, VA
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