Justin Robert Anderson

Current Employers

Employment History

• 06/2002 → 07/2020
  Ameriflex Financial Services
  Santa Barbara, CA
• 01/2012 → 10/2022
  Sagepoint Financial
  Santa Barbara, CA
• 02/2020 → 07/2020
  The Ameriflex Group, Inc.
  Santa Barbara, CA
• 10/2022 → Present
  Channel Wealth, Llc
  Santa Barbara, CA

Previous Registrations

• 2012-01-18 → 2022-11-01
  Osaic Services, Inc.
  Santa Barbara, CA
  Scottsdale, AZ
  Phoenix, AZ
  Santa Barbara, CA
• 2020-02-12 → 2020-03-30
  The Ameriflex Group
  Santa Barbara, CA
• 2009-01-23 → 2012-01-18
  Securities America Advisors, Inc.
  Lavista, NE
• 2006-09-13 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Folsom, CA
  Santa Barbara, CA
  Santa Barbara, CA

Other Businesses

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 3.Santa Barbara Estate Planning Council POSITION: President NATURE: The Council is composed of local attorneys, certified public accountants (CPA), trust officers, certified financial planners (CFP), chartered life underwriters (CLU), chartered financial consultants (ChFC), and Professional Fiduciaries. The Council has eight dinner meetings a year INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/2025 ADDRESS: PO Box 91730 · Santa Barbara, CA 93190 DESCRIPTION: The Council was established in 1979 to help equip our members to render the highest quality of service to their clients and to develop a closer cooperation and better understanding of the proper relationship between our multi-disciplined members and between our members and the public. To that end, we offer educational programs and the opportunity for members to expand their network through personal interaction. Our meetings provide a forum for estate planning professionals to become better acquainted with one another and with the activities of each of the professions in the estate planning field.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-08-21

Designations