Justin Harris Senior Partner

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.

In addition to his responsibilities as Senior Partner, Justin is the Secretary Treasurer of Cassaday & Co., providing oversight and guidance while directing the high-level financial decisions of the firm.

He also serves as the Vice Chairman of Cassaday’s Investment Policy Committee (IPC), which develops the firm’s overall investment selections and policies. Justin 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 Cassaday & Co., Justin has 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 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 formerly served on the Finance and Investment Committee for HopeLink Behavioral Health (formerly PRS, Inc.), 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 Awards & Media Mentions:

Awards

• Forbes – Best-In-State Wealth Advisor (2020, 2021, 2023, 2024)
• Investment News – Top Advisor in the US (2024)
• Northern Virginia Magazine – Top Financial Professionals (2023)
• Magazine – Top 50 NextGen Independent Broker-Dealer Advisors (2015)
• Osaic Wealth (formerly Royal Alliance Associates, Inc.) ‘Royal Court’ – a distinction awarded for being among the Top 50 Producers with the broker/dealer.

Media Mentions

• 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. Click here to listen to the full interview. 
• Virginia Business – Justin was featured in Virginia Business discussing millennials and investments. “Virginia’s top money managers are developing new ways to meet the investing preferences of the children of retiring Baby Boomers.” Read the full article here.

 

Justin is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Osaic Wealth, Inc., 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.

Award Disclosures:

Forbes – Best-In-State Wealth Advisors – (2020-2024) – 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. 

InvestmentNews – Top Financial Advisors in the US (2024) – InvestmentNews first solicited nominations from advisors, industry professionals, and clients. The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth (both between September 2022 and September 2023). The InvestmentNews team then tabulated a ranking for each advisor in each category and combined those scores to determine the advisor’s final ranking on the 2024 Top Advisors list. No clients were contacted, and no fee was paid.

Northern Virginia Magazine – (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. 

 

Disclosure in the footer of our website:

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday & Company, Inc., a registered investment advisor not affiliated with Osaic Wealth, Inc. Representatives may not be registered to provide securities and advisory services in all states. Cassaday & Company, Inc., and Osaic Wealth, Inc., do not offer tax or legal services. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. To learn more about the criteria for each of these awards, click here. *Assets Under Management as of 3/31/2024.