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Justin Richard Chidester

Wealth Mode

Bountiful, UT

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Current Employers
Wealth Mode

450 S 400 E Ste 261, Bountiful, UT 84010 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-05
LA RA APPROVED 2022-04-11
TX RA APPROVED_RES 2022-04-06
UT RA APPROVED 2016-08-10
  • CA RA
    APPROVED
    Since 2025-11-05
  • LA RA
    APPROVED
    Since 2022-04-11
  • TX RA
    APPROVED_RES
    Since 2022-04-06
  • UT RA
    APPROVED
    Since 2016-08-10

Branch Locations

450 S 400 E Ste 261, Bountiful, UT 84010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Neighborhood Nonprofit Housing Corporation Logan UT 05/2013 12/2018
Wealth Mode Financial Planning Logan UT 01/2016 Present
Zeiders Enterprises Inc Woodbridge VA 07/2022 08/2023
  • 05/2013 → 12/2018
    Neighborhood Nonprofit Housing Corporation
    Logan, UT
  • 01/2016 → Present
    Wealth Mode Financial Planning
    Logan, UT
  • 07/2022 → 08/2023
    Zeiders Enterprises Inc
    Woodbridge, VA
Other Businesses

Justin Chidester may occasionally provide consulting services in varying capacities. On occasion, he performs work as an independent contractor to other advisors for practice management training for their businesses, or paraplanning and specialized planning for their clients. In these roles he is typically unknown to the clients or consumers for whom work is performed, and the service relationship is primarily between him and the company requesting services. No financial relationship exists other than an hourly rate for services rendered. He also occasionally provides personal finance career coaching. In all of these capacities he operates outside of the advisory firm. These activities account for less than 1%, or 20 hours, of his time annually. In theory, these outside business activities present a conflict of interest as Justin Chidester will not be able to devote as much of his time to clients as a full-time investment adviser representative would. For that reason, Wealth Mode has other staff members to provide full client services for this reason. Other than what is stated above, Justin Chidester is not actively engaged in any other business outside of his practice as a registered investment advisor and financial planner.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-25
  • S65 Uniform Investment Adviser Law Examination
    2016-04-25
Designations

View on SEC IAPD

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