wiseradvisor

Jimmy Lee, AIF®, CEPA®, CMFC®, CWS®
LPL Financial

Tel: 817-690-8102
5700 Tennyson Parkway Suite 300
Plano, TX 75024
LPL Financial | Financial Advisor in Plano ,TX

About LPL Financial

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.


General Information

Firm Start Year:   1994
Gender:   Male
States Licensed in:   AL, AZ, AR, CA, CO, CT, DE, FL, IL, IA KS, KY, LA, MD, MI, MN, NV, NM, NY, NC, OK, OR, PA, TX, VA, WA
I work with the following types of clients:   Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced:   Spanish
Advisory Services Provided:   Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Portfolio Management, Financial Planning for Individuals


Services

Investment Types:   Alternative Investments, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Mutual Funds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, At my office, At your home, Via Email, Via Phone, Our Offices, Video Conference


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes


Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   No minimum


Education

BBA - Finance  UT Austin
1989-1992




Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

Jimmy Lee

Jimmy Lee

AIF®, CEPA®, CMFC®, CWS®

Jimmy Lee is Founder and CEO of JTL Wealth Partners. He founded JTL Wealth Partners on the belief that everyone is entitled to a financial future that celebrates individuality, creativity, and their own vision of the future. He developed an innovative business model that enables advisors to serve in the clients interest yet keep the process flexible enough to help the advisor maximize individual strengths for various possible outcomes.

Jimmy has been successfully advising high net-worth individuals to help them along their financial path since the early 90's. Using the same humble approach when coaching his fellow advisors, clients enjoy the same consideration when working with Jimmy, who believes that each client is a life that deserves special attention.

Jimmy graduated from the University of Texas at Austin. He holds the Accredited Investment Fiduciary, AIF®, Chartered Mutual Fund Counselor, CMFC® and Certified Wealth Strategist, CWS® designations, as well as the Series 7, Series 66, and General Life, Health, and Annuities licenses.

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My Services

Retirement Planning

Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.


Insurance Planning

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.


Estate Planning & Trusts

Our goal for your family's financial life is to help simplify the complexity by aligning the important aspects of your wealth with your multi-generational goals. Theres no need to feel burdened just because you have been blessed with the resources and the opportunities that wealth provides. The team at JTL Wealth Partners can work with you and those that are already part of your advisory team to create a planning strategy based on your needs and goals. We can offer resources regarding the following planning strategies as well: Wealth Transfer Planning Asset/Annuity Strategies A/B Trusts and Funding Strategies "A Trust" is also commonly referred to as the "Marital Trust," "QTIP Trust," or "Marital Deduction Trust." "B Trust" is also commonly referred to as the "Bypass Trust," "Credit Shelter Trust," or "Family Trust." Generation Skipping and Dynasty Trusts Lifetime Gifting Strategies/ Direct Gifts to Individuals or Trusts Insurance Policy Evaluations Planning with Family Partnerships Insurance Premium Financing Private Split Dollar Arrangements Special Needs and Discretionary Trusts Spousal Lifetime Access Trusts (SLAT) Grantor Retained Annuity Trusts (GRAT) Sale to an Intentionally Defective Grantor Trusts (SIDGT) Charitable Planning Charitable Giving with Life Insurance Charitable Lead Trusts Charitable Remainder Trusts Net Income with Makeup Charitable Remainder Unitrusts (NIMCRUT) Private Foundations