Steven Bidwell

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Tracy, CA 95376

Credentials

Series 63, Series 66

Industry experience

8 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business exit / sale strategy Business ownership considerations Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance

Occupation focus

Military & Veterans

Work history

Edward Jones

2022 - Present (4 years)

Bankers Life Securities Inc

2017 - 2022 (5 years)

Bankers Life

2014 - 2022 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Mike P

Series 66

Tracy, CA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) ESG / Sustainable investing Active portfolio management

Alfredo V

Series 63, Series 65

Lathrop, CA

Fidelity

Freddie Vidrio is a Financial Consultant at Fidelity Investments, a role he has held since 2018. With 25 years of experience in the financial services industry, he has worked in various capacities including as an Investment Consultant at Fidelity Investments, Vice President Financial Advisor at J.P. Morgan Securities LLC and Chase Investment Services Corp, as well as Financial Advisor roles at CUNA Brokerage Services, Inc. and U.S. Bancorp Investments, Inc. Throughout his career, Freddie has gained extensive experience in complex financial guidance and in-depth retirement planning. His work leverages Fidelity Investments' resources to assist clients in pursuing their financial goals. Freddie holds a California Insurance License, supporting his professional qualifications in the industry.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies

Justin S

Series 66

Manteca, CA

Fidelity

Justin Saar is a Financial Consultant currently working at Fidelity Investments since 2020. He partners with clients to understand their financial situations and goals, developing tailored financial plans that are regularly reviewed and refined. He emphasizes the importance of building strong, trustworthy relationships with clients and their families. Prior to his current role, Justin served as a VP-Financial Solutions Advisor at Bank of America Merrill Lynch from 2018 to 2020 and as a Financial Advisor at Edward Jones Investments between 2017 and 2018. He holds a California Insurance License. Outside of his professional career, Justin has interests in cars, family activities, and outdoor adventures.

Wealth management

Troy C

Series 66

Brentwood, CA

Fidelity

Troy Channing is a Financial Consultant currently working at Fidelity Investments since 2020. Prior to this role, he was a Financial Advisor at Edward Jones from 2016 to 2020. He holds a California Insurance License. Troy focuses on building strategies tailored to meet clients' specific needs, emphasizing financial planning education and guidance for families. His approach centers on partnering with clients to develop personalized financial plans. Outside of his professional work, Troy has interests in baseball, biking, cars, parenthood, running, and traveling.

General retirement planning Income planning Cash flow / budgeting Debt management Parents Young Families

Rebekah R

Series 66

Discovery Bay, CA

Fidelity

Rebekah Rogers is a Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with clients and their families to navigate the complexities of investing, focusing on building clear financial plans that align with clients' dreams, objectives, and concerns. She utilizes advanced technology and Fidelity's cost-efficient investment platform to support these plans. Prior to her current role, Rebekah served as an Investment Consultant at Fidelity Investments from 2019 to 2022. She also gained experience as a Financial Consultant and Business Development Specialist at TD Ameritrade in 2018 and 2019, respectively, and completed a Financial Administrative Internship at Fidelity Investments in 2016. She holds a California Insurance License.

Wealth management Passive / index investing

Thomas M

Series 66

Brentwood, CA

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Planning for children with special needs Founder/Business Owner
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