Jim Lee Financial is the professional practice and "doing business as" name for James (Jim) Lee, a registered Wealth Management Advisor. The company itself is not a registered broker-dealer or investment adviser; rather, James Lee provides his services as a representative of Northwestern Mutual Investment Services, LLC (NMIS) and as an agent for The Northwestern Mutual Life Insurance Company. The practice focuses on helping clients achieve financial security through personalized financial planning, wealth management, retirement planning, and insurance solutions, leveraging the extensive resources and product offerings of the Northwestern Mutual network.

Founded in

United States