James K Lewis
Investment adviser representative at National Wealth Management Group, LLC
11 yearsExperience
1 stateRegistered in
$534.9MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- National Wealth Management Group, LLCMar 2019 to now
- LPL Financial, LLCSep 2015 to now
- Independent Financial PartnersMar 2017 to Mar 2019
- Sbc Wealth ManagementSep 2015 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (IN).
National Wealth Management Group, LLC
$534.9MAssets managed
1,314Clients
17Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2551144
- Firm CRD
- 174883