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Tailored Planning

When life feels uncertain, you deserve a plan that brings confidence. At JTL Wealth Partners, we listen deeply and craft strategies to preserve what matters most. Because true financial planning is about feeling safeguarded, no matter what comes next.

Experienced Professionals

At JTL Wealth Partners, our experienced team partners with accomplished professionals to simplify decisions and design strategies that preserve and potentially grow wealth across investments, tax efficiency, and legacy planning. Because your financial plan deserves the same experience and dedication you bring to your own career.

Independent & Aligned

At JTL Wealth Partners, we’re independent and aligned solely with your goals. We offer honest, tailored strategies across investing, tax, and estate planning—because your future deserves a partner who puts you first.

Meet Your Team
Texas Roots, National Reach

At JTL Wealth Partners, we’re proud of our Texas roots and the values that shape how we serve. Our experienced team combines local dedication with national expertise, delivering personalized financial guidance wherever life takes you. Because true partnership knows no borders.

Chris Mankoff

Chris Mankoff

CERTIFIED FINANCIAL PLANNER®

972-800-2321

Chris is a partner at JTL Wealth Partners and has earned the CERTIFIED FINANCIAL PLANNER® mark. His journey into the world of wealth management and financial planning started in 2009. He has worked for one of the world’s largest global...

Joseph Rosio

Joseph Rosio CPA, CA

CFO / Executive Partner

Joe has been providing comprehensive financial services to his clients for over 30 years. He enjoys working with people and ready to offer guidance on tax and investment questions. Whether your situation is simple or complicated, Joe's...

Jimmy Lee

Jimmy Lee AIF®, CMFC®, CWS®

Founder / CEO

Jimmy Lee is Founder and CEO of JTL Wealth Partners. He founded JTL Wealth Partners on the belief that everyone is entitled to a financial future that celebrates individuality, creativity, and their own vision of the future. He...
Teresa Watters

Teresa Watters

Vice President

As a Vice-President, Teresa’s goals are simple: to know her clients well, to treat them with respect, and to measure her success by their success. To meet those goals, she develops financial plans tailored specifically to the...
Contact UsLet’s Talk About What’s Next for Your Wealth

Contact Us
Let’s Talk About What’s Next for Your Wealth

Your financial journey doesn’t stop here—and neither should your planning. Whether you’re seeking growth, protection, or greater peace of mind, our team at JTL Wealth Partners is ready to help you navigate what comes next with clarity and confidence.

Let’s have a conversation about your goals, your concerns, and the future you want to build. Connect with us today, and take the next step toward the financial freedom you deserve.