Edward Jones
7yrs
7 years in the industry
25yrs
James Utterback is a fiduciary financial advisor in St. Albans, West Virginia, with 25 years in the industry. James joined Edward Jones in 2007, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 6 advisors with offices in St. Albans, and one of 6 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 12% by experience at Edward Jones
Office601 Sixth Ave Suite 101, St. Albans, WV 25177
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2007 – nowEdward JonesCurrent firm
Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Edward Jones at 314-515-2000 and ask for James Utterback. James works from the St. Albans, WV office.
How long has James been a financial advisor?
James has been in the industry since 2001, about 25 years. Top 12% by experience at Edward Jones.
What licenses does James hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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