AeroLeads people directory · profile

J. Brian Lee Email & Phone Number

President & Founder - Lee Wealth Management Group, LLC at Lee Wealth Management Group, LLC
Location: Dallas-Fort Worth Metroplex, United States 2 work roles 2 schools
LinkedIn matched
✓ Verified August 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Lee Wealth Management Group, LLC
Role
President & Founder - Lee Wealth Management Group, LLC
Location
Dallas-Fort Worth Metroplex, United States
Company size
1 employees

Who is J. Brian Lee? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

J. Brian Lee is listed as President & Founder - Lee Wealth Management Group, LLC at Lee Wealth Management Group, LLC, a with 1 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for J. Brian Lee.

J. Brian Lee previously worked as President and Founder at Lee Wealth Management Group, Llc and Sr. Investment Specialist at Northwestern Mutual Wealth Management Company. J. Brian Lee holds Bba from Belmont University.

Company email context

Email format at Lee Wealth Management Group, LLC

This section adds company-level context without repeating J. Brian Lee's masked contact details.

Lee Wealth Management Group, LLC

Review company-level records connected to J. Brian Lee before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About J. Brian Lee

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. FINRA.org and SIPC.ORG.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Current workplace

J. Brian Lee's current company

Company context helps verify the profile and gives searchers a useful next step.

Lee Wealth Management Group, LLC
Lee Wealth Management Group, Llc
President & Founder - Lee Wealth Management Group, LLC
Employees
1
AeroLeads page
Company profile
View company profile Email format
2 roles

J. Brian Lee work experience

A career timeline built from the work history available for this profile.

President And Founder

Current
Lee Wealth Management Group, Llc

At Lee Wealth Management Group, LLC, we deliver comprehensive wealth management with a focus on risk adjusted, high impact results. Our services are custom tailored to you, your family, or organization's unique set of values, goals, and objectives. At the core, we believe that successful investing is planning driven and goal oriented.DISCLOSURES: Registered Representative, securities offered through Cambridge Investment Research, Inc. A Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.A Registered Investment Advisor. Cambridge and Lee Wealth Management Group, LLC are not affiliated.

Sep 2010 - Present

Sr. Investment Specialist

Northwestern Mutual Wealth Management Company
Sep 1997 - Sep 2010
2 education records

J. Brian Lee education

FAQ

Frequently asked questions about J. Brian Lee

Quick answers generated from the profile data available on this page.

What company does J. Brian Lee work for?

J. Brian Lee works for Lee Wealth Management Group, LLC.

What is J. Brian Lee's role at Lee Wealth Management Group, LLC?

J. Brian Lee is listed as President & Founder - Lee Wealth Management Group, LLC at Lee Wealth Management Group, LLC.

Where is J. Brian Lee based?

J. Brian Lee is based in Dallas-Fort Worth Metroplex, United States while working with Lee Wealth Management Group, LLC.

What companies has J. Brian Lee worked for?

J. Brian Lee has worked for Lee Wealth Management Group, Llc and Northwestern Mutual Wealth Management Company.

How can I contact J. Brian Lee?

You can use AeroLeads to view verified contact signals for J. Brian Lee at Lee Wealth Management Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did J. Brian Lee attend?

J. Brian Lee holds Bba from Belmont University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the J. Brian Lee you were looking for.

View similar profiles