James Donald Lewers
Investment adviser representative at Brick & Kyle Associates Inc
13 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$491.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Coastal Equities, IncJan 2014 to now
- Brick & Kyle Assoc. RiaDec 2013 to now
- Brick & Kyle Associates IncJan 2002 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (PA).
Brick & Kyle Associates Inc
$491.7MAssets managed
427Clients
5Advisers
28 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
- 3031642
- Firm CRD
- 107771