Jared Jameson is a CFP-designated registered investment advisor at Wj Interests, LLC, based in Sugar Land, TX, with 24 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 268 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
In addition to the asset-based fee, there is a fixed fee of $5,000 per year. The wealth management fee is negotiable based on the complexity of the wealth management services requested, the characteristics of your portfolio, including the size and number of separate accounts, the types of investments to be purchased for the portfolio and the probability of substantial future additional investment contributions to your portfolio.
Fee Estimator
Contact
Jared Jameson
Location
2333 Town Center Drive, Suite 100, Sugar Land, TX, 77478
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Wj Interests, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Jared Jameson, vice president and chief investment officer of WJ Interests, received his MBA in Finance from the University of Texas at Austin in 1993. Jared also is a CERTIFIED FINANCIAL PLANNER and a registered investment advisor with the United States Securities and Exchange Commission (SEC). Jared is active in the Fort Bend community. He has served in numerous capacities for the Sugar Land Rotary Club. He serves on the board of directors for the Fort Bend County Womens Center, for which he has been president and treasurer. Jared also serves on the Sugar Land Town Square TIRZ board and Fort Bend Green. He lives with his wife and daughter in Great Wood. As a CFP professional, Jared has met the rigorous experience and ethical requirements of the Certified Financial Planner Board of Standards. He has successfully completed the Board's financial planning coursework, and passed the certification examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.