Broker Check

Our History

Our approach is backed by history and built with the knowledge, experience, and resources to help you succeed

JTL Wealth Partners 

When our CEO and Founder, Jimmy T Lee, first joined Waddell & Reed in 1994 he knew immediately he was “home”.   Almost twenty-five years later, he has thrived by assembling JTL Wealth Partners, and is one of the highest producing advisors in Texas and the country at Waddell & Reed.

Soon after graduating from the University of Texas at Austin, Jimmy took over two of his parents’ businesses in Ft. Worth and Dallas.  He enjoyed the daily interactions with customers and he realized it was the ability to positively impact people’s futures that was his passion.  That led him to the profession of financial advising.

Not only does he enjoy the relationship and guidance he builds with his clients, Jimmy truly enjoys being a mentor to fellow advisors and, through them, he can ultimately cast a wider net for helping others.

JTL Wealth Partners is made up of advisors with varying backgrounds of experience and insights.  We enjoy contributing to our client’s lives and providing guidance through their financial journey.  We truly seek to become your Wealth Partner. 

Waddell & Reed

Waddell & Reed has been serving the financial needs of families, individuals and businesses for more than 80 years.

Founded by two World War I veterans, Chauncey Waddell and Cameron Reed, in 1937, Waddell & Reed has been dedicated ever since to helping people achieve their financial goals so they can get where they want to go in life.

As one of the oldest planning firms in the United States, Waddell & Reed provides much more beyond investment advice through its networks of skilled financial advisors.

             


04/19