![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-Equities at
Brick & Kyle Associates, Inc.
Profile
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.
James Donald Lewers active positions
| Companies | Position | Start |
|---|---|---|
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-Equities | - |
Former positions of James Donald Lewers
| Companies | Position | End |
|---|---|---|
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 | - |
Training of James Donald Lewers
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
3
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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