![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
Gestionnaire de Portefeuille-Actions chez
Brick & Kyle Associates, Inc.
Profil
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.
Postes actifs de James Donald Lewers
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de James Donald Lewers
| Sociétés | Poste | Fin |
|---|---|---|
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 | - |
Formation de James Donald Lewers
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
