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Jimmy Lee

THE Wealth Consulting Group

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About Jimmy Lee

Jimmy Lee is a financial advisor with over 25 years of experience in the financial services industry. Jimmy has a strong track record of success in helping individuals and families achieve their financial goals. Jimmy is a registered representative and investment advisor representative. Jimmy is also a registered principal with The Wealth Consulting Group. Jimmy has a Series 7, 6, 63, 65, and 24 license. Jimmy is also a certified financial planner.

Firm Information

Jimmy Lee is currently registered with THE Wealth Consulting Group. THE Wealth Consulting Group is a Las Vegas-based financial advisory firm with over $5 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management services for individuals, businesses, and charitable organizations. They also offer a wrap fee program.
THE Wealth Consulting Group

8925 WEST POST ROAD

LAS VEGAS, NV 89148

$5.19B

Assets Under Management

742

Total Clients

115

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jimmy Lee’s Registration & Firm History

NV

11/13/2014 - Present

THE Wealth Consulting Group (LAS VEGAS NV)

NV

06/16/2008 - 11/07/2014

NEW ENGLAND SECURITIES (LAS VEGAS NV)

NV

04/18/1995 - 07/03/2008

MML INVESTORS SERVICES, INC. (LAS VEGAS NV)

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Licenses & Designations

IA

Issued 02/14/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/1997

Series 7 - General Securities Representative Examination

BC

Issued 04/13/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Jimmy Lee. Review regulatory record here.
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