Edward Jones
37yrs
Top advisor by experience in Iowa Falls
15yrs
James Stephenson
Full name on record: James Eldon Stephenson
Financial advisor at Green Belt Bank & Trust
Based in Iowa Falls, Iowa, James Stephenson is a fiduciary financial advisor with 15 years of industry experience. James joined Green Belt Bank & Trust in 2013, a firm offering selecting outside investment managers.
One of 12 advisors with offices in Iowa Falls, and one of 12 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 50% of advisors in Iowa Falls
Office616 Washington, Iowa Falls, IA 50126
How the firm is paid ?Other
States licensed ?1 state
Services through Green Belt Bank & Trust
Choosing 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2013 – nowGreen Belt Bank & TrustCurrent firm
- Mar 2012 – Dec 2012Green Belt Bank & TrustPreviously
Contact James
(641) 648-2544Green Belt Bank & Trust main office 616 WashingtonIowa Falls, IA 50126Office · Get directions Firm websitewww.greenbeltbank.bank
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Questions to ask James
Tailored to James’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About James
How do I contact James?
Call Green Belt Bank & Trust at (641) 648-2544 and ask for James Stephenson. James works from the Iowa Falls, IA office.
How long has James been a financial advisor?
James has been in the industry since 2011, about 15 years. More experience than 50% of advisors in Iowa Falls.
What licenses does James hold?
Series 65. 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?
Green Belt Bank & Trust reports being paid by 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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