![James Donald Lewers](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
James Donald Lewers
Gestore di Portafoglio-Azioni presso
Brick & Kyle Associates, Inc.
Profilo
Mr. James D.
Lewers is a Vice President at Brick & Kyle Associates, Inc. He specializes in financial planning, insurance counseling and investment management.
Prior to joining Brick & Kyle Associates, Mr. Lewers worked for numerous financial institutions, including A.G.
Edwards, Swiss Insurance Group and Continental Insurance.
He received his B.S.
in Economics from Fairfield University.
He holds the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant Designation (ChFC).
Mr. Lewers is a Registered Representative (holding Series 7, 24, 63, and 65 securities licenses).
He is insurance licensed in New Jersey and Pennsylvania.
Posizioni attive di James Donald Lewers
| Società | Posizione | Inizio |
|---|---|---|
Brick & Kyle Associates, Inc.
 Brick & Kyle Associates, Inc. Investment ManagersFinance BKA constructs and monitors a portfolio of stocks, bonds, and alternative investments with a focus on diversification and risk management. | Gestore di Portafoglio-Azioni | - |
Precedenti posizioni note di James Donald Lewers
| Società | Posizione | Fine |
|---|---|---|
The Continental Insurance Co.
 The Continental Insurance Co. Property/Casualty InsuranceFinance Provides insurance services | Corporate Officer/Principal | - |
A.G. Edwards, Inc.
 A.G. Edwards, Inc. Investment Banks/BrokersFinance Provides security brokerage services | Corporate Officer/Principal | - |
Formazione di James Donald Lewers
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
3
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance Provides security brokerage services | Finance |
Brick & Kyle Associates, Inc.
Brick & Kyle Associates, Inc. Investment ManagersFinance BKA constructs and monitors a portfolio of stocks, bonds, and alternative investments with a focus on diversification and risk management. | Finance |
Fairfield University
 Fairfield University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Continental Insurance Co.
The Continental Insurance Co. Property/Casualty InsuranceFinance Provides insurance services | Finance |
