Justin David Rees

Employer firm

Cambria Wealth Management CRD 335458

$116M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 06/2020
  Robert W. Baird & Co. Incorporated
  Sarasota, FL
• 06/2020 → 06/2025
  Avantax Investment Services Inc.
  Sarasota, FL
• 06/2020 → 06/2025
  Avantax Advisory Services
  Sarasota, FL
• 06/2020 → 06/2025
  Avantax Insurance Agency, Llc
  Sarasota, FL
• 06/2020 → 02/2023
  Aksala Wealth Advisors Llc
  Lakewood Ranch, FL
• 08/2014 → 09/2016
  Rees Enterprises, Llc
  Sarasota, FL
• 02/2023 → Present
  Cambria Wealth Management
  Sarasota, FL

Previous Registrations

• 2020-06-26 → 2025-06-27
  Avantax Advisory Services
  Dallas, TX
  Lakewood Ranch, FL
  Sarasota, FL
  Sarasota, FL
• 2012-06-29 → 2020-07-15
  Robert W. Baird & Co. Incorporated
  Sarasota, FL
  Siesta Key, FL
• 2010-12-08 → 2012-07-02
  Wells Fargo Clearing Services, Llc
  Sarasota, FL

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-06
• S63 Uniform Securities Agent State Law Examination
  2008-12-20

Designations

• Certified Financial Planner

Other Names

• Justin D Rees
• Justin David Rees
• Justin Rees