Profiel
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.
Actieve functies van James Donald Lewers
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van James Donald Lewers
| Bedrijven | Functie | Einde |
|---|---|---|
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 | - |
Opleiding van James Donald Lewers
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
















