Jimmy Lee

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#10

Forbes Best-In-State Wealth Advisors (2024)

Nevada

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

About Jimmy Lee

Jimmy is the CEO of The Wealth Consulting Group (WCG). He began his career in the financial advice industry in 1995 as a sole proprietor and has grown WCG into a national wealth management firm headquartered in Las Vegas, NV.

WCG has been recognized numerous times within the financial industry as can be seen on www.wealthcg.com. Jimmy is also a fixture in the financial media appearing regularly on Fox Business, CNBC, Bloomberg, Reuters, and the BBC discussing his expertise on the financial markets and the advice industry. He has been profiled in the Wall Street Journal a... Read More

The description above is provided by Jimmy.

Focus Area / Customer Base

Comprehensive wealth management for entrepreneurs, corporate execs, and the millionaire next door.

In the News

Remembering Jimmy Lee: When JPMorgan's Star Dealmaker Graced The Cover Of Forbes

By Antoine Gara

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC a Registered Investment Advisor. The Wealth Consulting Group and WCG Wealth Advisors, LLC are separate entities from LPL Financial.