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Justin David Rees

Justin D. Rees

CAMBRIA WEALTH MANAGEMENT
SARASOTA, FL 34236
Some features on this profile are disabled
CRD#: 5570895
Justin David Rees

Professional summary

Justin David Rees, CFP®, who also goes by Justin D Rees, Justin David Rees, Justin Rees, is a registered financial advisor currently at CAMBRIA WEALTH MANAGEMENT located in Sarasota, Florida.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Justin has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Justin D Rees | Justin David Rees | Justin Rees

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) Avantax Insurance Agency, LLC~'IR'~8225 Natures Way, Suite 119, Lakewood Ranch FL 34202~Equity Indexed Annuity~Agent~6/12/2020~1hrs~1hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL) 2) TRUST POSITION: Trustee NATURE: I am the trustee of a trust from my uncle's estate, with my cousins as beneficiaries. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 240 S. Pineapple Ave, Suite 204, Sarasota FL 34236, United States DESCRIPTION: As trustee I manage the distributions from the trust per the terms of the trust document.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin David Rees's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2017

Experience

Current

June 13, 2025 - Present

CAMBRIA WEALTH MANAGEMENT

Office #1: 240 S. Pineapple Ave. Suite 204, Sarasota, FL 34236
RIA
CRD#: 335458
SARASOTA, FL
Past

June 26, 2020 - June 27, 2025

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Sarasota, FL
Past

June 18, 2020 - June 27, 2025

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Sarasota, FL
Past

June 29, 2012 - July 15, 2020

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
SARASOTA, FL
Past

June 29, 2012 - July 15, 2020

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
SARASOTA, FL
Past

December 8, 2010 - July 2, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SARASOTA, FL
Past

November 24, 2010 - July 2, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SARASOTA, FL
Past

August 19, 2008 - November 2, 2010

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
TAMPA, FL

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
CAMBRIA WEALTH MANAGEMENT
CAMBRIA WEALTH MANAGEMENT | REES WEALTH MANAGEMENT, LLC

CRD#: 335458 / SEC#: 801-132855

RIA
Registered Investment Advisory firm - (5/28/2025 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
Florida
(6/13/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/6/2010
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/20/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/18/2008
General Securities Representative Examination

Current Firm

CW
CAMBRIA WEALTH MANAGEMENT
CAMBRIA WEALTH MANAGEMENT | REES WEALTH MANAGEMENT, LLC

CRD#: 335458 / SEC#: 801-132855

RIA
Registered Investment Advisory firm - (5/28/2025 Approved)
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Contact information

Main Address
240 S. Pineapple Ave. Suite 204, Sarasota, FL 34236
Mailing Address
Phone number
(941) 444-1120
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAMBRIA WEALTH MANAGEMENT BROCHURE (8/20/2025)

Regulatory assets under management

Total Number of Accounts298
AUM (Assets Under Management)$ 112,937,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CAMBRIA WEALTH MANAGEMENT

CRD#: 335458Sarasota, FL 34236

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