![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
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 BKA constructs and monitors a portfolio of stocks, bonds, and alternative investments with a focus on diversification and risk management. | Portfolio Manager-Aktien | - |
Ehemalige bekannte Positionen von James Donald Lewers
| Unternehmen | Position | Ende |
|---|---|---|
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 | - |
Ausbildung von James Donald Lewers
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
3
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
