Steven Tidwell
Private Client Advisor & Vice President of Investments @J.P. Morgan
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WORK HISTORY
Private Client Advisor & Vice President of Investments @J.P. Morgan
Elkhart, IN, US
Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co.(JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A.(JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information:
EDUCATION
University of Notre Dame
Active Management Academy
University of the People
Bachelor of Business Administration - BBA, Business Administration and Management
ABOUT STEVEN TIDWELL
I am a Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest to reach their goals. I have over 3 years of experience in financial services. Prior to this role, I was a Financial Consultant at Mission Investment Services. I joined J.P. Morgan in 2025. I hold the required FINRA Series 7, 63 & 65 life & health insurance licenses and do business with residents of AK, AZ, FL, IL, IN, MI, MN, NC, OR, VI, and WI.I can help with your many financial needs, including:• Creating a strategy to reach your financial goals• Planning for retirement on your terms• Diversifying your portfolioMost financial advisors only focus on a small piece of the overall puzzle; your retirement and maybe what you have in the market. As a business owner and a real estate investor myself, I know that is only a small piece of the planning discussion. Our comprehensive approach takes a look under the hood to make sure that the planning is not fragmented, and our clients have the opportunity to be strategic and intentional with all facets of their financial planning. My goal is to become a strategic partner to my clients and help them make wise financial decisions in every stage of life, leaving not only an impactful legacy but also allowing them to enjoy everything they\'ve worked for.
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