JL
Jimmy Lee
THE WEALTH CONSULTING GROUP
Las Vegas, NV 89148
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CRD#: 2588186
JL
Professional summary
Jimmy Lee is a registered financial advisor currently at THE WEALTH CONSULTING GROUP located in Las Vegas, Nevada and LPL FINANCIAL LLC located in Las Vegas, Nevada.
Jimmy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jimmy has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 10/10/2014 - KAIZEN CONSULTANTS, LLC/ BUSINESS ENTITY FOR TAX PURPOSES ONLY/ 1%/ LAS VEGAS, NV 2. 10/10/2014 - THE WEALTH CONSULTING GROUP/ DBA ONLY/ 100%/ LAS VEGAS, NV - Start date: 3/9/1995 3. 10/10/2014 - FIXED INSURANCE SALES/ SALE OF NON-VARIABLE INSURANCE/ 10%/ LAS VEGAS, NV - Start date: 3/9/1995 4. 11/25/2014: REGISTERED INVESTMENT ADVISOR DBA - WCG WEALTH ADVISORS, LLC - DBA: THE WEALTH CONSULTING GROUP - INVESTMENT RELATED - TIME SPENT 50% - LAS VEGAS, NV. - Start date: 11/25/2014 5. 11/25/2014: REGISTERED INVESTMENT ADVISOR HYBRID - WCG WEALTH ADVISORS, LLC - INVESTMENT RELATED - TIME SPENT 50% - LAS VEGAS, NV. 6. 11/1/2018 - WCG Insurance, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Owner - Started 11/15/2010 - 1 Hour Per Month/0 Hours During Securities Trading 7. 03/07/2023 - No Business Name - Not Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date 03/01/2023 - 0 Hours Per Month/ 0 Hours During Securities Trading 8. 12/30/2024- The Bull of Wall Street- Other - Podcast- Not INV Related- At Reported Business Location(s)- Start date 11/11/2024- 2 Hours Per Month 9. 12/30/2024- WCG TX, LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 11/11/2024 - 0 Hours Per Month/ 0 Hours During Securities Trading 10. 08/20/2025 - Wealth CG Partners, LLC - Business Entity For Tax/Investment Purposes Only - Not INV Related- At Reported Business Location(s)- Start date 07/18/2025 - 0 Hours Per Month/ 0 Hours During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Jimmy Lee's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 22, 2014 - Present
THE WEALTH CONSULTING GROUP
Office #1: 8925 West Post Road 2nd Floor, Las Vegas, NV 89148RIA
CRD#: 173194
Las Vegas, NV
Current
October 10, 2014 - Present
LPL FINANCIAL LLC
Office #1: 8925 W. Post Rd 2nd Floor, Las Vegas, NV 89148RIA
BD
CRD#: 6413
Las Vegas, NV
Past
April 1, 2025 - November 10, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
LAS VEGAS, NV
Past
June 23, 2008 - November 7, 2014
NEW ENGLAND SECURITIES
RIA
CRD#: 615
LAS VEGAS, NV
Past
June 16, 2008 - November 7, 2014
NEW ENGLAND SECURITIES
BD
CRD#: 615
LAS VEGAS, NV
Past
January 8, 1998 - July 3, 2008
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
LAS VEGAS, NV
Past
April 18, 1995 - July 3, 2008
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
LAS VEGAS, NV
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
THE WEALTH CONSULTING GROUP
ABOUND FINANCIAL | YERBA BUENA FINANCIAL PARTNERS | WILBORN ADVISORS | WCG WEALTH ADVISORS, LLC | WCG WEALTH ADVISORS | V WEALTH MANAGEMENT | V WEALTH | UTOR WEALTH | TRULY ALIGNED INC. | TRELOAR & HEISEL WEALTH MANAGEMENT | THE WEALTH CONSULTING GROUP | SUNDANCE INVESTMENTS LLC | STRONGHAVEN LLC | STONEBRIDGE GLOBAL INVESTMENTS | SPECTRUM WEALTH MANAGEMENT, INC. | REINERT WEALTH MANAGEMENT | REDWITZ WEALTH MANAGEMENT | RDM ASSOCIATES | PROSPERITY WEALTH PARTNERS, LLC | PAVLOVIC WEALTH MANAGEMENT | PASCHANG & ASSOCIATES | PALO VERDE WEALTH MANAGEMENT, LLC | NICHOLS WEALTH MANAGEMENT | NAVIGUIDE WEALTH PARTNERS | MTXE CAPITAL | MTXE ANALYTICS | METCALF PARTNERS WEALTH MANAGEMENT | MARKET CYCLE FINANCIAL | LUCAS WEALTH STRATEGIES | KONZA WEALTH ADVISORS | KC WEALTH ADVISOR, LLC | KAWABE & ASSOCIATES | KANSAS CITY RETIREMENT PLANNING, LLC | JHM WEALTH MANAGEMENT, INC. | INSTRUMENTAL ADVISORS | IMPACT WEALTH PARTNERS | HASKELL WEALTH MANAGEMENT | GREAT WESTERN WEALTH MANAGEMENT | GEN 4 WEALTH ADVISORS | FRANZ TATUM WEALTH MANAGEMENT | FINANCIAL YOGI | FIDES WEALTH STRATEGIES GROUP | FAMILY WEALTH MANAGEMENT GROUP | ENCORE WEALTH MANAGEMENT | EMBRACE WEALTH MANAGEMENT | EDMOND WEALTH MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT/DE MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT | DE MANAGEMENT | DAROLD MARK & ASSOCIATES | CORNERSTONE WEALTH MANAGEMENT,LLC | CORNERSTONE FINANCIAL ADVOCATES | CLARIO FINANCIAL SERVICES | CARTER FINANCIAL | BYDAND FINANCIAL, LLC | BRIGHT ADVISORS, LLC | BRIANNE FINANCIAL | BALZER INVESTMENT MANAGEMENT, LLC | BAIR FINANCIAL PLANNING | APC WEALTH MANAGEMENT, INC. | ANCHOR WEALTH MANAGEMENT GROUP, LLC | ALTENBURG ASSET ADVISORS, LLC
CRD#: 173194 / SEC#: 801-80386
RIA
Registered Investment Advisory firm - (10/1/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/19/2014)
RR
Alaska(10/29/2014)
RR
Arizona(11/20/2014)
RR
Arkansas(10/10/2014)
RR
California(10/10/2014)
RR
Colorado(10/10/2014)
RR
Connecticut(10/10/2014)
RR
Delaware(10/21/2014)
RR
District of Columbia(10/10/2014)
RR
Florida(10/10/2014)
RR
Georgia(10/14/2014)
RR
Hawaii(1/28/2015)
RR
Idaho(10/15/2014)
RR
Illinois(10/14/2014)
RR
Indiana(10/28/2014)
RR
Iowa(10/10/2014)
RR
Kansas(10/10/2014)
RR
Kentucky(10/10/2014)
RR
Louisiana(10/10/2014)
RR
Maine(10/15/2014)
RR
Maryland(10/10/2014)
RR
Massachusetts(12/17/2014)
RR
Michigan(10/10/2014)
RR
Minnesota(10/10/2014)
RR
Mississippi(10/10/2014)
RR
Missouri(10/10/2014)
RR
Montana(3/19/2015)
RR
Nebraska(6/9/2017)
RR
Nevada(10/10/2014)
IAR
Nevada(10/22/2014)
RR
New Hampshire(10/10/2014)
RR
New Jersey(10/10/2014)
RR
New Mexico(10/10/2014)
RR
New York(10/10/2014)
RR
North Carolina(10/10/2014)
RR
North Dakota(10/10/2014)
RR
Ohio(11/25/2014)
RR
Oklahoma(11/12/2014)
RR
Oregon(10/10/2014)
RR
Pennsylvania(10/10/2014)
RR
Puerto Rico(11/28/2022)
RR
Rhode Island(10/10/2014)
RR
South Carolina(10/10/2014)
RR
South Dakota(10/10/2014)
RR
Tennessee(10/10/2014)
RR
Texas(10/10/2014)
IAR
Texas(11/13/2014)
RR
Utah(10/10/2014)
RR
Vermont(10/10/2014)
RR
Virgin Islands(11/18/2022)
RR
Virginia(10/10/2014)
RR
Washington(10/10/2014)
RR
West Virginia(10/10/2014)
RR
Wisconsin(10/10/2014)
RR
Wyoming(10/10/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TW
THE WEALTH CONSULTING GROUP
ABOUND FINANCIAL | YERBA BUENA FINANCIAL PARTNERS | WILBORN ADVISORS | WCG WEALTH ADVISORS, LLC | WCG WEALTH ADVISORS | V WEALTH MANAGEMENT | V WEALTH | UTOR WEALTH | TRULY ALIGNED INC. | TRELOAR & HEISEL WEALTH MANAGEMENT | THE WEALTH CONSULTING GROUP | SUNDANCE INVESTMENTS LLC | STRONGHAVEN LLC | STONEBRIDGE GLOBAL INVESTMENTS | SPECTRUM WEALTH MANAGEMENT, INC. | REINERT WEALTH MANAGEMENT | REDWITZ WEALTH MANAGEMENT | RDM ASSOCIATES | PROSPERITY WEALTH PARTNERS, LLC | PAVLOVIC WEALTH MANAGEMENT | PASCHANG & ASSOCIATES | PALO VERDE WEALTH MANAGEMENT, LLC | NICHOLS WEALTH MANAGEMENT | NAVIGUIDE WEALTH PARTNERS | MTXE CAPITAL | MTXE ANALYTICS | METCALF PARTNERS WEALTH MANAGEMENT | MARKET CYCLE FINANCIAL | LUCAS WEALTH STRATEGIES | KONZA WEALTH ADVISORS | KC WEALTH ADVISOR, LLC | KAWABE & ASSOCIATES | KANSAS CITY RETIREMENT PLANNING, LLC | JHM WEALTH MANAGEMENT, INC. | INSTRUMENTAL ADVISORS | IMPACT WEALTH PARTNERS | HASKELL WEALTH MANAGEMENT | GREAT WESTERN WEALTH MANAGEMENT | GEN 4 WEALTH ADVISORS | FRANZ TATUM WEALTH MANAGEMENT | FINANCIAL YOGI | FIDES WEALTH STRATEGIES GROUP | FAMILY WEALTH MANAGEMENT GROUP | ENCORE WEALTH MANAGEMENT | EMBRACE WEALTH MANAGEMENT | EDMOND WEALTH MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT/DE MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT | DE MANAGEMENT | DAROLD MARK & ASSOCIATES | CORNERSTONE WEALTH MANAGEMENT,LLC | CORNERSTONE FINANCIAL ADVOCATES | CLARIO FINANCIAL SERVICES | CARTER FINANCIAL | BYDAND FINANCIAL, LLC | BRIGHT ADVISORS, LLC | BRIANNE FINANCIAL | BALZER INVESTMENT MANAGEMENT, LLC | BAIR FINANCIAL PLANNING | APC WEALTH MANAGEMENT, INC. | ANCHOR WEALTH MANAGEMENT GROUP, LLC | ALTENBURG ASSET ADVISORS, LLC
CRD#: 173194 / SEC#: 801-80386
RIA
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Contact information
Main Address
8925 West Post Road 2nd Floor, Las Vegas, NV 89148
Mailing Address
Phone number
(702) 263-1919
Established
Firm type
Fiscal year end
# of Employees
204
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 20,129 |
| AUM (Assets Under Management) | $ 5,446,595,206 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE WEALTH CONSULTING GROUP
CRD#: 173194Las Vegas, NV 89148TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
