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James Donald Lewers

Brick & Kyle Associates Inc.

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About James Donald Lewers

James Donald Lewers is an investment advisor representative at Brick & Kyle Associates Inc., where he has been with the firm since December 2013. James has been in the industry since May 1998. James is a Certified Financial Planner and a Chartered Financial Consultant. James's specialties include providing financial planning and portfolio management services for individuals and high-net-worth individuals. James has previously worked at Coastal Equities, Inc., Moors & Cabot, Inc., Moors & Cabot Financial Advisors, LLC, Melhado, Flynn & Associates, Inc., and A. G. Edwards & Sons, Inc.

Firm Information

James Lewers is currently registered with Brick & Kyle Associates Inc.. Brick & Kyle Associates Inc. is a registered investment advisor headquartered in Newtown, PA. The firm manages $397,730,336 in assets for 342 clients. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals.
Brick & Kyle Associates Inc.

905 MT EYRE RD

NEWTOWN, PA 18940

$397.73M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Lewers’s Registration & Firm History

PA

01/22/2002 - Present

Brick & Kyle Associates Inc. (NEWTOWN PA)

PA

01/07/2014 - 05/20/2022

COASTAL EQUITIES, INC. (NEWTOWN PA)

PA

06/20/2008 - 12/16/2013

MOORS & CABOT, INC. (NEWTOWN PA)

PA

01/30/2006 - 06/20/2008

MOORS & CABOT FINANCIAL ADVISORS, LLC (NEWTOWN PA)

MA

01/03/2005 - 05/15/2006

MOORS & CABOT, INC. (BOSTON MA)

NY

09/25/2001 - 01/07/2005

MELHADO, FLYNN & ASSOCIATES, INC. (NEW YORK NY)

MO

05/18/1998 - 07/27/2001

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 05/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/23/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/12/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Donald Lewers.
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