Chad Justice has been CEO of Collaborative Wealth Management since September 2006, is a control person of the firm and directly owns 75% or more of it. Chad Justice holds a Bachelor's degree in Business Administration with a double major in Finance & Entrepreneurship from Baylor University.
Collaborative Wealth Management, Inc. is a Lake Mary, FL firm with $653M under management, 937 clients and 9 advisers across 4 offices, as of its March 2026 filing.
Chad R. Justice is President & CEO of CollaborativeWEALTH. He founded the firm in 2006 and leads multiple collaborative advisory teams in many cities in Florida. His experience lies in retirement, estate and trust planning for clients. After graduating in 2004, he worked at Ameriprise Financial for two years.
Chad Justice’s longest registration is the current one, 19 years at Collaborative Wealth Management since 2007. Before joining Collaborative Wealth Management in 2007, Chad Justice was registered through LPL Financial LLC and Ameriprise Financial Services, Inc.
- Collaborative WealthCurrent– present · 19 yearsLake Mary, FL · Adviser representative · Firm CRD 142106
- LPL Financial LLC– · 9 yearsLake Mary, FL · Adviser representative · Firm CRD 6413
- Ameriprise Financial Services, Inc.– · 1 yearHurst, TX · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Chad Justice is registered as an investment adviser representative in Florida, since May 2015.
- FloridaSince 29 May 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 29 November 2010 |
| Series 66 | Uniform Combined State Law Examination | 12 October 2004 |
| Series 7 | General Securities Representative Examination | 10 August 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Chad Richmond Justice
- CRD
- 4788183
- Firm
- Collaborative Wealth Management · CRD 142106
- Role
- CEO
- Office
- 972 INTERNATIONAL PARKWAY, Lake Mary, FL 32746
- Registration
- Investment adviser registration
- In the industry since
- August 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- collaborativewealth.com
Where does Chad Justice work?
Chad Justice has been CEO of Collaborative Wealth Management, Inc. since September 2006, and is a control person of the firm.
Is Chad Justice a financial advisor?
Yes. Chad Justice has a current investment-adviser registration in Florida, through Collaborative Wealth Management since January 2007.
How many years of experience does Chad Justice have?
Chad Justice has 22 years in the financial industry, since August 2004, across 3 adviser firms.
What exams has Chad Justice passed?
Chad Justice has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in August 2004. FINRA credited Chad Justice with the SIE, which began in October 2018.
Where did Chad Justice work before Collaborative Wealth Management?
Before Collaborative Wealth Management, Chad Justice was registered through Ameriprise Financial Services, Inc., October 2004 to September 2006.
Where is Chad Justice based?
Chad Justice’s registered office is in Lake Mary, FL.
Is Chad Justice registered with FINRA?
No. Chad Justice has no current broker registration.
How can I verify Chad Justice’s record?
Search CRD 4788183 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Justice’s full registration record.