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Jeffrey B

Series 63, Series 66

Pittsboro, NC

Fidelity

Jeffrey Bednarek is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he served as Vice President Branch Office Manager from 2018 to 2022 and Assistant Branch Office Manager from 2017 to 2018 at Fidelity Investments. His experience also includes working in High Net Worth Service at Fidelity Investments from 2013 to 2017, Financial Specialist at PNC Bank from 2012 to 2013, and Licensed Banker at JP Morgan Chase from 2009 to 2012. Throughout his career, Jeffrey has developed expertise in financial consulting and branch office management. His approach centers on building relationships based on trust, transparency, and accountability, ensuring that clients feel understood and cared for along with the needs of their families. This client-focused philosophy guides his work and commitment to financial planning. Outside of his professional responsibilities, Jeffrey enjoys family activities, golf, and writing.

Charitable giving & philanthropy Active portfolio management Financial Professional
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