Justin Harris has been Principal of Cassaday & Co Wealth Management since November 2021, is a control person of the firm and directly owns under 5% of it. Justin Harris studied at Randolph-Macon College.
Cassaday & Co Wealth Management LLC is a McLean, VA firm with $7.14B under management, 3,267 clients and 32 advisers in one office, as of its March 2026 filing.
Justin Harris is a Senior Partner at Cassaday & Company, Inc. and has been with the firm since 1998. He is Secretary Treasurer of Cassaday & Co. and Vice Chairman of the firm's Investment Policy Committee. He has also held the positions of Senior Vice President and Director of Research at the firm.
Justin Harris’ longest registration was 20 years at Cassaday & Co Inc (2001–2022). Before joining Cassaday & Co Wealth Management in 2022, Justin Harris was registered through Cassaday & Co Inc.
- Cassaday & Company, Inc.Current– present · 4 yearsMcLean, VA · Adviser representative · Firm CRD 317672
- Cassaday & Co Inc– · 20 yearsMcLean, VA · Adviser representative · Firm CRD 106566
Professional designations
Listed by Cassaday & Co Wealth Management
- CFP®
- CMFC®
Investment adviser representative registrations
Justin Harris is registered as an investment adviser representative in 2 states. Each was approved in January 2022.
- TexasSince 4 January 2022
- VirginiaSince 4 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 May 2000 |
| Series 7 | General Securities Representative Examination | 10 December 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Justin Prescott Harris
- CRD
- 3174765
- Firm
- Cassaday & Co Wealth Management · CRD 317672
- Role
- Principal
- Office
- 8180 GREENSBORO DRIVE, SUITE 1180, McLean, VA 22102
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cassaday.com
Where does Justin Harris work?
Justin Harris has been Principal of Cassaday & Co Wealth Management LLC since November 2021, and is a control person of the firm.
Is Justin Harris a financial advisor?
Yes. Justin Harris has a current investment-adviser registration in Texas and Virginia, through Cassaday & Co Wealth Management since January 2022.
How many years of experience does Justin Harris have?
Justin Harris has 26 years in the financial industry, since December 1999, across 2 adviser firms.
What exams has Justin Harris passed?
Justin Harris has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 1999. FINRA credited Justin Harris with the SIE, which began in October 2018.
Where did Justin Harris work before Cassaday & Co Wealth Management?
Before Cassaday & Co Wealth Management, Justin Harris was registered through Cassaday & Co Inc, March 2001 to January 2022.
Where is Justin Harris based?
Justin Harris’ registered office is in McLean, VA.
Is Justin Harris registered with FINRA?
Yes. Justin Harris has a current broker registration, under CRD 3174765.
Source: FINRA BrokerCheck
Is Justin Harris a CFP?
Cassaday & Co Wealth Management lists Justin Harris with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Justin Harris’ record?
Search CRD 3174765 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Justin Harris’ full registration record.
