Justin Rees has been Managing Member and CCO of Rees Wealth Management since September 2020, is a control person of the firm and directly owns 75% or more of it. Justin Rees holds a Bachelor's degree in Agricultural Engineering from the University of Florida and an MBA from the University of Florida.
Rees Wealth Management, LLC is a Sarasota, FL firm with $116M under management, 105 clients and 2 advisers in one office, as of its September 2026 filing.
Justin Rees is President & Senior Wealth Advisor of Cambria Wealth Management, which he founded. He worked in investment banking before transitioning into wealth management more than a decade ago, providing securities research and market analysis on several large corporate acquisitions, cross-border mergers and public-market transactions. He builds comprehensive financial plans for clients and guides them as they live out their retirement journeys.
Justin Rees’ longest registration was 8 years at Robert W. Baird & Co. Incorporated (2012–2020). Before joining Rees Wealth Management in 2025, Justin Rees was registered through Avantax Advisory Services and Robert W. Baird & Co. Incorporated.
- Cambria Wealth ManagementCurrent– present · 1 yearSarasota, FL · Adviser representative · Firm CRD 335458
- Avantax Advisory Services– · 5 yearsSarasota, FL · Adviser representative · Firm CRD 104556
- Robert W. Baird & Co. Incorporated– · 8 yearsSarasota, FL · Adviser representative · Firm CRD 8158
- Wells Fargo Advisors, LLC– · 1 yearSarasota, FL · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Justin Rees is registered as an investment adviser representative in Florida, since June 2025.
- FloridaSince 13 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 December 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 December 2008 |
| Series 7 | General Securities Representative Examination | 18 August 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Justin David Rees
- CRD
- 5570895
- Firm
- Rees Wealth Management · CRD 335458
- Role
- Managing Member and CCO
- Office
- 240 S. PINEAPPLE AVE., SUITE 204, Sarasota, FL 34236
- Registration
- Investment adviser registration
- In the industry since
- September 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cambriawealth.com
Where does Justin Rees work?
Justin Rees has been Managing Member and CCO of Rees Wealth Management, LLC since September 2020, and is a control person of the firm.
Is Justin Rees a financial advisor?
Yes. Justin Rees has a current investment-adviser registration in Florida, through Rees Wealth Management since June 2025.
How many years of experience does Justin Rees have?
Justin Rees has 18 years in the financial industry, since September 2008, across 4 adviser firms.
What exams has Justin Rees passed?
Justin Rees has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in August 2008. FINRA credited Justin Rees with the SIE, which began in October 2018.
Where did Justin Rees work before Rees Wealth Management?
Before Rees Wealth Management, Justin Rees was registered through Robert W. Baird & Co. Incorporated, June 2012 to July 2020; Wells Fargo Advisors, LLC, December 2010 to July 2012.
Where is Justin Rees based?
Justin Rees’ registered office is in Sarasota, FL.
Is Justin Rees registered with FINRA?
No. Justin Rees has no current broker registration.
How can I verify Justin Rees’ record?
Search CRD 5570895 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Rees’ full registration record.