Jared W. Jameson
WJ INTERESTS
SUGAR LAND, TX 77478-4175
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CRD#: 4489225
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 .
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 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.
Question & Answer
What are your service offerings?
Retirement Income Management
Tax Planning
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
Investment Planning
Employee and Employer Plan Ben...
Education Planning
Retirement Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jared William Jameson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
October 4, 2001 - Present
WJ INTERESTS, LLC
Office #1: 2333 Town Center Drive Suite 100, Sugar Land, TX 77478-4175RIA
CRD#: 114381
SUGAR LAND, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WJ INTERESTS, LLC
WJ INTERESTS, LLC
CRD#: 114381 / SEC#: 801-61853
RIA
Registered Investment Advisory firm - (2/28/2003 Approved)Texas
Registered Investment Advisory firm - (2/24/2003 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(10/4/2001)
Exams
Current Firm
WJ INTERESTS, LLC
WJ INTERESTS, LLC
CRD#: 114381 / SEC#: 801-61853
RIA
Registered Investment Advisory firm - (2/28/2003 Approved)Texas
Registered Investment Advisory firm - (2/24/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2333 Town Center Drive Suite 100, Sugar Land, TX 77478-4175
Mailing Address
Phone number
(281) 634-9400
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 819 |
| AUM (Assets Under Management) | $ 553,000,000 |
Red Flags
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