Unclaimed Profile

James Donald Lewers

BRICK & KYLE ASSOCIATES INC·NEWTOWN, Pennsylvania

SIE, Series 7, Series 9, Series 24, Series 63CFP ChFCClean record24 years registeredBRICK & KYLE ASSOCIATES INC

905 MT EYRE RD, NEWTOWN, PA 18940CRD# 3031642Firm CRD# 107771

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Donald Lewers · NEWTOWN, PA

Registration

CRD #3031642 · BRICK & KYLE ASSOCIATES INC · 24 years registered

Brand Profile

Not yet started

Career History

BRICK & KYLE ASSOCIATES INC

Jan 2002 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 24

Series 63

Registration record

First registered · January 22, 2002

Years registered · 24

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRICK & KYLE ASSOCIATES INC

CRD 107771 · SEC 801-55370

AUM

$398M

Regulatory assets under management

Employees

342 client accounts

Services offered by BRICK & KYLE ASSOCIATES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRICK & KYLE ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does James Donald Lewers offer?

James Donald Lewers specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEWTOWN, Pennsylvania for a consultation.

What are James Donald Lewers's credentials?

James Donald Lewers holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Donald Lewers located?

James Donald Lewers is based in NEWTOWN, Pennsylvania, working with BRICK & KYLE ASSOCIATES INC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.

How does James Donald Lewers charge for services?

James Donald Lewers's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRICK & KYLE ASSOCIATES INC?

BRICK & KYLE ASSOCIATES INC has approximately 6 employees and manages $398M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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