Jimmy Lee

Current Employers

Employment History

• 10/2014 → Present
  Lpl Financial Llc
  Las Vegas, NV
• 10/2014 → Present
  Wcg Wealth Advisors, Llc
  Las Vegas, NV
• 11/2014 → Present
  The Wealth Consulting Group
  Las Vegas, NV

Previous Registrations

• 2008-06-23 → 2014-11-07
  New England Securities
  Phoenix, AZ
  Phoenix, AZ
  Las Vegas, NV
  Las Vegas, NV
• 1998-01-08 → 2008-07-03
  Mml Investors Services, Llc
  Las Vegas, NV
  Las Vegas, NV

Other Businesses

1. 10/10/2014 - KAIZEN CONSULTANTS, LLC - BUSINESS ENTITY FOR TAX PURPOSES ONLY - Investment Related - Time Spent 1% - LAS VEGAS, NV 2. 10/10/2014 - THE WEALTH CONSULTING GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Time Spent 100% - Start date: 3/9/1995 3. 10/10/2014 - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) - Time Spent 10% - Start date: 3/9/1995 4. 11/25/2014: The Wealth Consulting Group - REGISTERED INVESTMENT ADVISOR DBA - INVESTMENT RELATED - TIME SPENT 50% - At Reported Business Location(s) - Start date: 11/25/2014 5. 11/25/2014: REGISTERED INVESTMENT ADVISOR HYBRID - WCG WEALTH ADVISORS, LLC - INVESTMENT RELATED - TIME SPENT 50% - At Reported Business Location(s) 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 11. 06/03/2026 - Wealth CG Partners Advisors, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Las Vegas, NV - Start Date 03/26/2026 - 0 hours per month/ during trading 12. 06/03/2026 - Wealth CG Partners Management, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Las Vegas, NV - Start Date 03/26/2026 - 0 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-14
• S63 Uniform Securities Agent State Law Examination
  1995-04-13