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Jared William Jameson

WJ INTERESTS, LLC·SUGAR LAND, Texas
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2333 TOWN CENTER DRIVE, SUGAR LAND, TX 77478-4175CRD# 4489225Firm CRD# 114381
01

About

Jared William Jameson is a registered financial advisor based in SUGAR LAND, Texas, affiliated with WJ INTERESTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WJ INTERESTS, LLC
WJ INTERESTS, LLC
AUM
$484M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WJ INTERESTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4489225
Firm CRD# 114381
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jared William Jameson offer?
Jared William Jameson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUGAR LAND, Texas for a consultation.
What are Jared William Jameson's credentials?
Jared William Jameson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jared William Jameson located?
Jared William Jameson is based in SUGAR LAND, Texas, working with WJ INTERESTS, LLC. Their office serves clients in the SUGAR LAND metropolitan area and surrounding communities.
How does Jared William Jameson charge for services?
Jared William Jameson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WJ INTERESTS, LLC?
WJ INTERESTS, LLC has approximately 9 employees and manages $484M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SUGAR LAND
William Orsen Jameson — WJ INTERESTS, LLCMichael Dennis Mulcahy — KINGS PATH PARTNERS LLCMark Dixon Snelling — SWEETWATER FINANCIAL ADVISORS, LLCDavid Bryan Teel — SWEETWATER FINANCIAL ADVISORS, LLCChung Wu — CHUNG WU INVESTMENT GROUP, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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