James
Lewis
National Wealth Management Group, LLC
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About this Advisor
James Lewis is a financial advisor based in Cincinnati, Ohio, working with National Wealth Management Group, LLC. James has previously held positions at J.P. Morgan Securities LLC, Lewis Mobile Dj Service, Lpl Financial, LLC, Sbc Wealth Management, Independent Financial Partners, and National Wealth Management Group, LLC. James has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, James is part of National Wealth Management Group, LLC, which operates out of Cincinnati, Ohio. The firm has 7 offices and 19 employees. The firm manages assets totaling $296.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at National Wealth Management Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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National Wealth Management Group, LLC Brokerage Details
$296,852,355
19
2,242
$132,405
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
James Lewis Work History
National Wealth Management Group, LLC
Lpl Financial, LLC
Independent Financial Partners
Sbc Wealth Management
J.P. Morgan Securities LLC
Lewis Mobile Dj Service
Disclosures
Please visit the SEC profile of James Lewis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at National Wealth Management Group, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinatti, OH
Indianapolis, IN
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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