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William Orsen Jameson

WJ INTERESTS, LLC·SUGAR LAND, Texas
Clean record28 years registeredWJ INTERESTS, LLC
2333 TOWN CENTER DRIVE, SUGAR LAND, TX 77478-4175CRD# 1483978Firm CRD# 114381

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Orsen Jameson · SUGAR LAND, TX
Registration
CRD #1483978 · WJ INTERESTS, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

WJ INTERESTS, LLC
Nov 1997 – present
02

Registrations & Exams

Registration record
First registered · November 18, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WJ INTERESTS, LLC
CRD 114381 · SEC 801-61853
AUM
$484M
Regulatory assets under management
Employees
9
810 client accounts
Services offered by WJ INTERESTS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WJ INTERESTS, LLC →
Introduction

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05

Frequently Asked Questions

What services does William Orsen Jameson offer?
William Orsen Jameson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUGAR LAND, Texas for a consultation.
What are William Orsen Jameson's credentials?
William Orsen Jameson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Orsen Jameson located?
William Orsen 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 William Orsen Jameson charge for services?
William Orsen 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 at WJ INTERESTS, LLC

Jared William Jameson
SUGAR LAND, TX
Jonathan Chapman
SUGAR LAND, TX
CFP

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