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Dylan Ray Quitoni

JJSA ADVISORS, LTD.
VIRGINIA BEACH, VA
·CRD# 7464405·3 years experience

Professional Summary

Dylan Ray Quitoni is a registered financial advisor currently at JJSA ADVISORS, LTD. located in Virginia Beach, Virginia and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Virginia Beach, Virginia. Dylan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Dylan has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

3 years in the financial services industry

Current & Past Employments

JJSA ADVISORS, LTD.·CRD# 116460
RIA
4456 Corporation Lane Suite 112, Virginia Beach, VA 23462
October 7, 2026 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER·CRD# 20804
RIA
BD
4456 Corporation Lane #112, Virginia Beach, VA 23462
August 13, 2025 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER·CRD# 20804
RIA
Scottsdale, AZ
September 11, 2026 - October 19, 2026

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Current Firm

JA
JJSA ADVISORS, LTD.

JJSA ADVISOR, LTD. | JJSA ADVISORS, LTD.

CRD#: 116460 / SEC#: 801-134015
RIA
Registered Investment Advisory firm - SEC (7/25/2025 Approved)
Hawaii
Registered Investment Advisory firm - Hawaii (12/31/2003 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (8/5/2025 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (7/29/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

4456 Corporation Lane Suite 112, Virginia Beach, VA 23462

Phone Number

(757) 473-0004

# of Employees

2

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/12/2026)

Regulatory Assets Under Management

Total Number of Accounts

587

AUM (Assets Under Management)

$154,336,256

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) JJSA ADVISOR, LTD. - INVESTMENT ADVISOR REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - VIRGINIA BEACH, VA - SINCE 09/2026 - INVESTMENT RELATED

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JA
JJSA ADVISORS, LTD.

JJSA ADVISOR, LTD. | JJSA ADVISORS, LTD.

CRD#: 116460 / SEC#: 801-134015
RIA
Registered Investment Advisory firm - SEC (7/25/2025 Approved)
Hawaii
Registered Investment Advisory firm - Hawaii (12/31/2003 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (8/5/2025 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (7/29/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Virginia
(4/17/2026)
IAR
Virginia
(10/7/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2026About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2026About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Aug 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2023About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Dylan Ray Quitoni's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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