James Donald Lewers
Portfolio Manager-Aktien bei 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.
Aktive Positionen von James Donald Lewers
| Unternehmen | Position | Beginn |
|---|---|---|
Brick & Kyle Associates, Inc.
 Brick & Kyle Associates, Inc. Investment ManagersFinance Brick & Kyle Associates, Inc. (BKA) is an independent, SEC-registered investment adviser headquartered in Newtown, Pennsylvania. The firm was founded by Edgar “Topper” Brick in 1984. BKA provides investment advisory services to individuals and high-net worth individuals; pension and profit-sharing plans; trusts, estates; charitable organizations; and corporations. | Portfolio Manager-Aktien | - |
Ehemalige bekannte Positionen von James Donald Lewers
| Unternehmen | Position | Ende |
|---|---|---|
The Continental Insurance Co.
 The Continental Insurance Co. Property/Casualty InsuranceFinance Part of Loews Corp., The Continental Insurance Co. is a company that provides insurance services. The company is based in Chicago, IL. | Corporate Officer/Principal | - |
A.G. Edwards, Inc.
 A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Ausbildung von James Donald Lewers
| Fairfield University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Brick & Kyle Associates, Inc.
Brick & Kyle Associates, Inc. Investment ManagersFinance Brick & Kyle Associates, Inc. (BKA) is an independent, SEC-registered investment adviser headquartered in Newtown, Pennsylvania. The firm was founded by Edgar “Topper” Brick in 1984. BKA provides investment advisory services to individuals and high-net worth individuals; pension and profit-sharing plans; trusts, estates; charitable organizations; and corporations. | Finance |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |
The Continental Insurance Co.
The Continental Insurance Co. Property/Casualty InsuranceFinance Part of Loews Corp., The Continental Insurance Co. is a company that provides insurance services. The company is based in Chicago, IL. | Finance |
