James K. Lewis III, AAMS

James K. Lewis III, or ‘Jim’ as his friends call him, came to NWMG as a seasoned independent financial advisor in 2019, drawing on over three decades in the financial services industry. Holding a Bachelor of Arts in Chemistry from Indiana University (1986) and the Accredited Asset Management Specialist (AAMS) designation, James brings expertise in asset management and advisory services, complemented by his ongoing role as an insurance specialist since 1994.

Jim has served as a trusted advisor under several big-name brands, such as Edward Jones and J.P. Morgan Securities, before he carved out his home in the independent space. His years of experience at various firms, witnessing first hand how back offices often dismiss end-client interests, have only strengthened his commitment to providing client-first advice.

Based in Indianapolis, Indiana, Jim operates a successful practice as a fee-based advisor and fiduciary.