Jimmy D Lin
Investment adviser representative at Impact Partnership Wealth, LLC
18 yearsExperience
1 stateRegistered in
$3BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Rightpath Tax ProsJan 2025 to now
- Rightpath Wealth ManagementApr 2024 to now
- Impact Partnership Wealth, LLCNov 2023 to now
- Jdl Enterprises, LLC dba Rightpath Financial GroupJan 2022 to now
- Gradient Advisors, LLCJun 2022 to Nov 2023
- Premier Sourcing, LLCJan 2008 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NV).
Impact Partnership Wealth, LLC
$3BAssets managed
8,017Clients
91Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7563430
- Firm CRD
- 313928