Justin Harris

Principal

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(703) 506-8200

harris@cassaday.com

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Justin Harris, CFP®, CMFC®, is a Principal at Cassaday & Company, Inc. and has been with the firm since 1998. He has established himself as a dedicated wealth advisor with nearly 20 years of industry experience. 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.  Within the IPC, he is responsible for the management and oversight of the firm’s U.S. small company equity holdings. Justin is also a member of the fixed-income subcommittee. 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 is among the firm’s top advisors and is a member of Royal Alliance Associates, Inc.’s “Royal Court.” In 2015, Rep. Magazine ranked Justin #7 on its list of the “Top 50 NextGen Independent Broker-Dealer Advisors”* under the age of 40 in the United States.

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.

Justin is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Royal Alliance Associates, Inc., one of the largest independent broker-dealer firms in the country; he holds the Series 7 and Series 66 securities registrations.

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:

 

top10 nextgen ibd

REP. Magazine

Rep. Magazine ranked Justin Harris #7 on its list of the “Top 50 NextGen Independent Advisors” in the United States.

Click here to view the full list.

 

 

 

*Awards and Recognition disclosures can be found at http://www.cassaday.com/disclosures

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete initial and ongoing certification requirements.

To learn more about the professional history of our firm, please visit FINRA’s BrokerCheck.