James Michael Lewis

Current Employers

Employment History

• 09/2000 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 02/2001 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2012 → 10/2017
  Kpm Wleath Advisors, Llc
  Springfield, MO
• 01/2012 → 10/2017
  Kpm Cpas
  Springfield, MO
• 11/2017 → 05/2020
  Mccullough And Associates
  Springfield, MO
• 06/2022 → Present
  James M. Lewis Cpa, Pfs, Cfp, Aif
  Springfield, MO

Other Businesses

1)NAME OF OTHER BUSINESS: BRS CPAS & ADVISORS ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX & ACCOUNTING SERVICES ; START DATE: 06/2020 POSITION/TITLE/RELATIONSHIP: CPA / CFP ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION. ACCOUNTING SERVICES. WEALTH MANAGEMENT SERVICES ; 2) NAME OF OTHER BUSINESS: BRS WEALTH MANAGEMENT LLC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 06/2020 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 10 ; BRIEF DESCRIPTION OF DUTIES: ADVISE CLIENTS REGARDING FINANCIAL MATTERS, INVESTMENTS AND LIFE INSURANCE ; 3) NAME OF OTHER BUSINESS: JAMES M. LEWIS CPA, PFS, CFP, AIF; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: CONSULTING SERVICE; START DATE: 6/2022; POSITION/TITLE/RELATIONSHIP: OWNER/CONSULTANT ; APX NUMBER OF HOURS PER WEEK: 8-12; APX NUMBER OF HOURS DURING TRADING HOURS: 8-12 ; BRIEF DESCRIPTION OF DUTIES: INDEPENDENT CONTRACTOR CONSULTING WITH BILL BEALL CO. FOR BUSINESS, FINANCIAL; ACCOUNTING AND MANAGEMENTSERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-10-12

Designations

Other Names

• James Michael Tournour