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J David Lewis

J David Lewis

Resource Advisory Services

Career Roadmap

J David's work combines: Entrepreneurship, Business, and Helping People

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Day In The Life

Financial Advisor/Firm Founder

Develop relationships that help people build and enjoy wealth.

Skills & Education

Here's the path I took:

  • High School

    Claiborne County High School, Tennessee

  • Bachelor's Degree

    Banking, Corporate, Finance, and Securities Law

    The University of Tennessee

  • Graduate Degree

    Business Administration and Management, General

    The University of Tennessee

Here's the path I recommend for someone who wants to be a Personal Financial Advisors:

High School

Bachelor's Degree: Investments and Securities

Graduate Degree: Financial Planning and Services

Learn more about different paths to this career