Brian Bedford
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business ownership considerations
Business exit / sale strategy
Business succession planning
Retirement income strategy
Multi-generational wealth transfer
Occupation focus
Founder/Business Owner
Demographic focus
Intergenerational Families
Work history
Edward Jones
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Jacob H
CFP®, Series 66
New Richmond, WI
Edward Jones
Tyson L
CFP®, Series 66
New Richmond, WI
Edward Jones
Donald K
Series 66
New Richmond, WI
Edward Jones
Kendra S
CFP®, Series 66
River Falls, WI
Edward Jones
Devon S
CFP®, ChFC®, Series 63, Series 65
New Richmond, WI
Edward Jones
Trevor P
Series 66
River Falls, WI
Fidelity
Trevor Paradise is an Investment Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he served as a Relationship Manager from 2023 to 2025 and as a Financial Representative from 2022 to 2023 at the same firm. In his current position, Trevor is committed to providing customer service and helping clients utilize the various tools, resources, and strategies offered by Fidelity. He focuses on connecting with clients personally and assisting them in identifying strategies to improve their financial plans. Outside of his professional work, Trevor has interests in fitness, golf, outdoor adventures, running, and tennis.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")