Justin Anderson has been Partner of Channel Wealth since September 2022, is a control person of the firm and directly owns between 25% and 50% of it. Justin Anderson holds a BS in Business/Economics with an emphasis in accounting from the University of California, Santa Barbara.
Channel Wealth, LLC is a Santa Barbara, CA firm with $851M under management, 2,019 clients and 8 advisers across 2 offices, as of its April 2026 filing.
Justin Anderson is Wealth Advisor / Partner of Channel Wealth. He and his team focus on comprehensive financial planning and on helping clients who are transitioning assets in retirement, divorce, inheritance or the sale of a business. He previously instructed students in finance at Santa Barbara City College.
Justin Anderson’s longest registration was 10 years at Sagepoint Financial, Inc. (2012–2022). Before joining Channel Wealth in 2022, Justin Anderson was registered through The Ameriflex Group and Sagepoint Financial, Inc.
- Channel Wealth, LLCCurrent– present · 3 yearsSanta Barbara, CA · Adviser representative · Firm CRD 323461
- The Ameriflex Group– · under a yearSanta Barbara, CA · Adviser representative · Firm CRD 305585
- Sagepoint Financial, Inc.– · 10 yearsSanta Barbara, CA · Adviser representative · Firm CRD 133763
- Securities America Advisors, Inc.– · 2 yearsLavista, NE · Adviser representative · Firm CRD 110518
- Brecek & Young Advisors, Inc.– · 2 yearsSanta Barbara, CA · Adviser representative · Firm CRD 40395
Investment adviser representative registrations
Justin Anderson is registered as an investment adviser representative in 9 states, as a resident of Texas. The first approvals date from October 2022; the most recent is Virginia, in September 2025.
- ArizonaSince 16 October 2024
- CaliforniaSince 28 October 2022
- MassachusettsSince 5 November 2024
- NevadaSince 19 January 2023
- North CarolinaSince 19 June 2024
- OregonSince 5 January 2023
- TexasResidentSince 5 January 2023
- VirginiaSince 17 September 2025
- WashingtonSince 29 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 16 August 2012 |
| Series 7 | General Securities Representative Examination | 16 February 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 August 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 August 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Justin Robert Anderson
- CRD
- 4549763
- Firm
- Channel Wealth · CRD 323461
- Role
- Partner
- Office
- 3760 STATE STREET, SUITE 201, Santa Barbara, CA 93105
- Registration
- Investment adviser registration
- In the industry since
- August 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- channelwealth.com
Where does Justin Anderson work?
Justin Anderson has been Partner of Channel Wealth, LLC since September 2022, and is a control person of the firm.
Is Justin Anderson a financial advisor?
Yes. Justin Anderson has a current investment-adviser registration in Arizona, California, Massachusetts, Nevada, North Carolina, Oregon, Texas, Virginia and Washington, through Channel Wealth since October 2022.
How many years of experience does Justin Anderson have?
Justin Anderson has 24 years in the financial industry, since August 2002, across 5 adviser firms.
What exams has Justin Anderson passed?
Justin Anderson has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 24. The earliest, the Series 63, was passed in August 2002. FINRA credited Justin Anderson with the SIE, which began in October 2018.
Where did Justin Anderson work before Channel Wealth?
Before Channel Wealth, Justin Anderson was registered through The Ameriflex Group, February 2020 to March 2020; Securities America Advisors, Inc., January 2009 to January 2012; Brecek & Young Advisors, Inc., September 2006 to January 2009.
Where is Justin Anderson based?
Justin Anderson’s registered office is in Santa Barbara, CA.
Is Justin Anderson registered with FINRA?
No. Justin Anderson has no current broker registration.
How can I verify Justin Anderson’s record?
Search CRD 4549763 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Anderson’s full registration record.
