Jimmy Lee, IAR
Jimmy Lee is the Founder and CEO of The Wealth Consulting Group (WCG). He began his career in 1995 after graduating from college. He was self-employed from the very beginning and has grown WCG into a wealth management firm with a national presence with $5.5 billion AUM/$8.5 billion AUA. After almost two decades of managing branch offices and supervising other financial advisors for two Fortune 100 financial companies, Jimmy founded WCG's current business as an SEC Registered Investment Advisor (RIA) in October 2014 as a hybrid RIA.
The financial media call on Jimmy for his knowledge in investing and the advisory industry. He appears regularly on Bloomberg Television and Radio, Fox Business Network, CNBC, Schwab Network, Reuters and Yahoo Finance. He has been profiled in the Wall Street Journal and quoted many times in Barron’s, MarketWatch, Forbes and many other publications. He is also ranked as a Best-in-State Wealth Advisor by Forbes in Nevada.
Phone: 702-263-5566 | Email: jimmy@wealthcg.com | Website: www.wealthcg.com
LinkedIn: linkedin.com/in/jleewcg
Latest articles by Jimmy Lee, IAR
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I'm a Financial Professional: Here's My Investing Playbook for Political Uncertainty
For successful long-term investing in a politically charged environment, investors should focus on economic data, have a diversified portfolio and resist reacting to daily headlines.
By Jimmy Lee, IAR
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Yes, the Markets Are Spooked, But You Don't Have to Be
It's human nature for investors to freak out in a downturn. But with a little discipline, you can overcome the urge to sell and stay focused on long-term goals.
By Jimmy Lee, IAR
