John J. Chichester
MARIDEA WEALTH MANAGEMENT | Founder | CEO
PHOENIX, AZ
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CRD#: 3134934
Professional summary
John James Chichester JR., CFP®, who also goes by John J Chichester Jr., John Chichester Jr., is a registered financial advisor currently at MARIDEA WEALTH MANAGEMENT located in Phoenix, Arizona.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 12 firms and has passed the Series 66, SIE, Series 7 and Series 3 exams.
Biography
In his role as Founder and CEO of Chichester Financial Group LLC, John Chichester develops and deploys customized financial planning strategies for high-net-worth clients, business owners, foundations, and other non-profit organizations. John primarily assists clients in clarifying their vision for their ideal future. His financial and investment recommendations are tailored for individuals with the wisdom to see the value of proper estate planning, the business acumen to act on customized recommendations, and the financial wherewithal to make sound, long-term decisions. Results can include significant reductions in estate, income, capital gains, and gift taxes; preservation of family businesses for subsequent generations; and goal to maximize existing wealth through comprehensive financial and investment planning.
John is also well versed in working with business owners, especially in the qualified plan arena, educating business owners on the benefits of all types of retirement plans, and ensuring that plan sponsors understand their responsibilities and are given the tools needed to make informed decisions. He is also instrumental in optimizing the design of these retirement plans to maximize the benefits that owners can obtain. John directs the coordinated work effort of the team of advisors associated with a retirement plan to help mitigate fiduciary liability and potential litigation to the business owner.
John received a Bachelor of Science in Accounting from The Pennsylvania State University (With High Honors), a Master of Arts in Political Economy of Money and Development (With Distinction) from Franklin University Switzerland, is a Certified Public Accountant, a Personal Financial Specialist, a Chartered Global Management Accountant, a CERTIFIED FINANCIAL PLANNER® professional, and an Accredited Investment Fiduciary designee.
In his free time, John enjoys reading, hiking, working out in the gym, yoga, Wordle, and spending time with his wife, Michelle, and their three adult children, Justin, Dillon, and Owen.
Question & Answer
What are your service offerings?
Investment Planning
Tax Planning
Long-term Care
Inheritance
Life Transitions
Retirement Income Management
Small Business Planning
Social Security Planning
Debt Management
Insurance Planning
Business Succession Planning
Comprehensive Financial Planni...
Education Planning
Estate Planning
Employee and Employer Plan Ben...
Socially Responsible Investing
Budgeting
Retirement Planning
Health Care
Are you a "fiduciary"?
Yes
Aliases
John J Chichester Jr. | John Chichester Jr.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view John James Chichester JR.'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: 2002
Experience
Current
March 13, 2026 - Present
MARIDEA WEALTH MANAGEMENT
RIA
CRD#: 325523
PHOENIX, AZ
Past
November 6, 2023 - March 24, 2026
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
October 2, 2023 - March 24, 2026
LPL FINANCIAL LLC
RIA
CRD#: 6413
PHOENIX, AZ
Past
August 13, 2021 - October 2, 2023
DYNAMIC
RIA
CRD#: 151367
PHOENIX, AZ
Past
April 24, 2018 - August 30, 2019
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
PHOENIX, AZ
Past
March 8, 2018 - August 30, 2019
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
PHOENIX, AZ
Past
May 30, 2008 - August 1, 2018
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
PHOENIX, AZ
Past
December 12, 2007 - December 31, 2014
HERMENING ADVISORY SERVICES LLC
RIA
CRD#: 134927
PHOENIX, AZ
Past
December 12, 2007 - August 1, 2018
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
PHOENIX, AZ
Past
December 5, 2007 - May 30, 2008
FFP SECURITIES, INC.
BD
CRD#: 16337
PHOENIX, AZ
Past
April 6, 2005 - December 3, 2007
NEW ENGLAND SECURITIES
BD
CRD#: 615
PHOENIX, AZ
Past
September 22, 2000 - April 7, 2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
September 22, 2000 - April 7, 2005
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
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".
MW
MARIDEA WEALTH MANAGEMENT
BAY STREET CAPITAL HOLDINGS | VITALSTONE FINANCIAL | PINNACLE WEALTH | MARIDEA WEALTH MANAGEMENT LLC | MARIDEA WEALTH MANAGEMENT | HUCKLEBERRY CAPITAL MANAGEMENT | HOOT WEALTH | HERITAGE FINANCIAL STRATEGIES | HARTSHORNE GROUP
CRD#: 325523 / SEC#: 801-129360
RIA
Registered Investment Advisory firm - (1/31/2024 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(4/2/2026)
IAR
Texas(3/13/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MW
MARIDEA WEALTH MANAGEMENT
BAY STREET CAPITAL HOLDINGS | VITALSTONE FINANCIAL | PINNACLE WEALTH | MARIDEA WEALTH MANAGEMENT LLC | MARIDEA WEALTH MANAGEMENT | HUCKLEBERRY CAPITAL MANAGEMENT | HOOT WEALTH | HERITAGE FINANCIAL STRATEGIES | HARTSHORNE GROUP
CRD#: 325523 / SEC#: 801-129360
RIA
Registered Investment Advisory firm - (1/31/2024 Approved)PREMIUM
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Contact information
Main Address
25 Kent Avenue Suite 401, Brooklyn, NY 11249
Mailing Address
Phone number
(347) 289-5227
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,904 |
| AUM (Assets Under Management) | $ 958,721,478 |
Red Flags
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Company Information
MARIDEA WEALTH MANAGEMENT
Founder | CEOCRD#: 325523Phoenix, AZTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
