JA
Justin R. Anderson
CHANNEL WEALTH
SANTA BARBARA, CA 93105
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CRD#: 4549763
JA
Professional summary
Justin Robert Anderson, CFP®, CLU® is a registered financial advisor currently at CHANNEL WEALTH, LLC located in Santa Barbara, California.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Justin has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. MOXI MUSEUM POSITION: Finance Chair / Treasurer NATURE: non-profit children's museum INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 09/24/2019 ADDRESS: 125 State Street, Santa Barbara CA 93101, United States DESCRIPTION: Committee Chair Responsibilities:1. Establish and distribute a regular meeting schedule for the entire year (either monthly or every other month).2. Schedule meetings (one hour is optimum time).3. Prepare and distribute agendas prior to meeting.4. Lead meeting and take notes (or designate someone to do so).5. Prepare and distribute minutes, including action items.6. Prepare brief (half page) report for each board meeting to be included in board packets.7. Prepare, with the help of committee members and Executive Director, a draft annual budget to be reviewed by the Executive Committee and approved by the full board. 2. INSURANCE AGENT POSITION: Insurance Agent NATURE: Service Clients for Insurance Needs INVESTMENT RELATED: As Required: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 3700 State Street, Suite 240, Santa Barbara CA 93105, United States DESCRIPTION: Service Clients for Insurance Needs
CRS (Client Relationship Summary) - RIA
Click below to view Justin Robert Anderson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
October 28, 2022 - Present
CHANNEL WEALTH, LLC
Office #1: 3760 State Street Suite 201, Santa Barbara, CA 93105RIA
CRD#: 323461
SANTA BARBARA, CA
Past
February 12, 2020 - March 30, 2020
THE AMERIFLEX GROUP
RIA
CRD#: 305585
Santa Barbara, CA
Past
January 18, 2012 - November 1, 2022
OSAIC SERVICES, INC.
RIA
CRD#: 133763
SANTA BARBARA, CA
Past
January 18, 2012 - November 1, 2022
OSAIC SERVICES, INC.
BD
CRD#: 133763
SANTA BARBARA, CA
Past
January 23, 2009 - January 18, 2012
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
LAVISTA, NE
Past
January 23, 2009 - January 18, 2012
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SANTA BARBARA, CA
Past
September 13, 2006 - January 23, 2009
BRECEK & YOUNG ADVISORS, INC.
RIA
CRD#: 40395
SANTA BARBARA, CA
Past
August 22, 2002 - January 23, 2009
BRECEK & YOUNG ADVISORS, INC.
BD
CRD#: 40395
SANTA BARBARA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CHANNEL WEALTH, LLC
CHANNEL WEALTH, LLC
CRD#: 323461 / SEC#: 801-126767
RIA
Registered Investment Advisory firm - (10/25/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(10/16/2024)
IAR
California(10/28/2022)
IAR
Massachusetts(11/5/2024)
IAR
Nevada(1/19/2023)
IAR
North Carolina(6/19/2024)
IAR
Oregon(1/5/2023)
IAR
Texas(1/5/2023)
IAR
Virginia(9/17/2025)
IAR
Washington(3/29/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CW
CHANNEL WEALTH, LLC
CHANNEL WEALTH, LLC
CRD#: 323461 / SEC#: 801-126767
RIA
Registered Investment Advisory firm - (10/25/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3760 State Street Suite 201, Santa Barbara, CA 93105
Mailing Address
Phone number
(805) 898-0893
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,796 |
| AUM (Assets Under Management) | $ 833,014,360 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CHANNEL WEALTH, LLC
CRD#: 323461Santa Barbara, CA 93105TRUST BUT VERIFY
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