Justin Harris, CFP®, CMFC®, is a Senior Partner at Cassaday & Company, Inc. and has been with the firm since 1998. Justin works collaboratively with his clients to help them make important life decisions, set financial goals, and plan for the future. By embracing a model of integrated wealth management, he addresses all of the relevant areas of personal finance including investment management, taxes, wealth accumulation, cash flow generation, insurance, and estate planning to generate comprehensive financial plans for his clients.
Justin is the Vice Chairman of Cassaday & Company, Inc.’s Investment Policy Committee (IPC), which develops the firm’s overall investment selections and policies. He assists with collaboratively reviewing our clients’ holdings and asset allocations, market conditions, research studies, economic analyses, and other areas relevant to the investment process. During his tenure at the firm, Justin also held the positions of Senior Vice President as well as Director of Research, where he was responsible for refining the research process that is still practiced by the firm today.
Justin has been recognized by Forbes as a Best-In-State Wealth Advisor (2020-2023), and by NorthernVirginia Magazine as a Top Financial Professional (2023). Investment News named Justin as a Top Advisor in 2024. Justin also ranked # 7 on Rep. Magazine’s 2015 list of the “Top 50 NextGen Independent Broker-Dealer Advisors” under the age of 40 in the United States. Justin is among the firm’s top advisors and is a member of Osaic Wealth’s (formerly Royal Alliance) “Royal Court.”
Justin is a graduate of Randolph-Macon College and is a CERTIFIED FINANCIAL PLANNER™ (CFP®)*, a professional designation he attained through Georgetown University’s Executive Certificate in Financial Planning program. He also received his Chartered Mutual Fund Counselor (CMFC®) designation through the College for Financial Planning.
Outside of Cassaday & Company, Inc., Justin serves on the Finance and Investment Committee for PRS, Inc. (formerly Psychiatric Rehabilitation Services), a non-profit organization which provides counseling, skills training, and support to individuals living with mental illness, substance use disorders, and mild intellectual disabilities.
Justin is a native of Alexandria, Virginia, where he currently lives with his wife Kerri, daughter Carter, and sons Walker and Landon.
Justin’s Media Mentions:
Investment News names Justin a Top Advisor for 2024.
Forbes ranked Justin a Best-In-State Wealth Advisor from 2020-2023.
NorthernVirginia Magazine listed Justin as a Top Financial Professional for 2023.
Executive Leaders Radio Interview
Justin sat down with Executive Leaders Radio, a radio show featuring DC Executives, to talk with host Herb Cohen about his background and rise to success at Cassaday and Company, Inc.
Rep. Magazine ranked Justin Harris #7 on its list of the “Top 50 NextGen Independent Advisors” in the United States.
Justin is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Osaic Wealth, one of the largest independent broker-dealer firms in the country; he holds the Series 7 and Series 66 securities registrations.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Forbes – Best-In-State Wealth Advisors – (2020-2023) – The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Northern Virginia Magazine – (2011-2023) – The Top Financial Professional list is compiled by the Northern Virginia magazine. The magazine sends out nomination forms to Financial Associations in Northern Virginia to nominate professional advisors in the various categories. The “Top Financial Professional” listing is given to those financial advisors that receive the most nominations. Financial professionals do not pay a fee to be included.
REP. Magazine – Top 50 NextGen Independent Broker-Dealer Advisors – (2015) – REP. Magazine methodology: Advisors on the Top NextGen Independent Broker/Dealer Advisors list are ranked exclusively by total assets under management. We solicited nominations from the top 30 IBDs by headcount, sourced from Cerulli Associates. These are the firms that responded. REP. magazine and WealthManagement.com do not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings.