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JS

James E. Stephenson

GREEN BELT BANK & TRUST
IOWA FALLS, IA 50126
Some features on this profile are disabled
CRD#: 6036824
JS

Professional summary

James Eldon Stephenson, who also goes by James Stephenson, is a registered financial advisor currently at GREEN BELT BANK & TRUST located in Iowa Falls, Iowa.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. James has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

James Stephenson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Eldon Stephenson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 11, 2013 - Present

GREEN BELT BANK & TRUST

Office #1: 616 Washington, Iowa Falls, IA 50126
RIA
CRD#: 160583
IOWA FALLS, IA
Past

March 16, 2012 - December 31, 2012

GREEN BELT BANK & TRUST

RIA
CRD#: 160583
IOWA FALLS, IA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Iowa
(4/11/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/28/2011
Uniform Investment Adviser Law Examination

Current Firm

GB
GREEN BELT BANK & TRUST
GREEN BELT BANK & TRUST

CRD#: 160583 / SEC#:

Iowa
Registered Investment Advisory firm - (4/11/2013 Approved)
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Contact information

Main Address
616 Washington Avenue, Iowa Falls, IA 50126-2217
Mailing Address
Phone number
(641) 648-2544
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GREEN BELT BANK & TRUST

CRD#: 160583Iowa Falls, IA 50126

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