Jared William Jameson
CFP®Professional Summary
Jared William Jameson, CFP® is a registered financial advisor currently at WJ INTERESTS, LLC located in Sugar Land, Texas. Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jared has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
- Risk Management & Insurance
- Investment Management
- Business Services
- Education Funding
- Cashflow & Budgeting
Biography
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
WJ INTERESTS, LLC
Contact Information
Main Address
2333 Town Center Drive Suite 100, Sugar Land, TX 77478-4175Phone Number
(281) 634-9400# of Employees
10SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
828AUM (Assets Under Management)
$633,500,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
WJ INTERESTS, LLC
State Registrations and Notice Filings
(10/4/2001)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jared William Jameson's CRS (Customer Relationship Summary).
Services Offered by Jared
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
- Risk Management & Insurance
- Investment Management
- Business Services
- Education Funding
- Cashflow & Budgeting
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