Jimmy Lee

Investment Research

The financial media call on Jimmy for his knowledge in investing and the advisory industry. He appears regularly on CNBC, Fox Business, Yahoo Finance, and TD Ameritrade. He has been profiled and quoted in the Wall St. Journal, MarketWatch, Bloomberg, Financial Planning, Forbes, and many other financial publications.


The Wealth Consulting Group (WCG) is a marketing name for an OSJ of LPL Financial that supports independent advisors at LPL Financial, a broker/dealer and registered investment advisor. Through WCG, Adam Weiner has access to additional resources to support him, such as administrative support and investment research. WCG and Freedom Financial Team are separate entities from LPL financial.