WJ Interests, LLC
Financial Services
Sugar Land, Texas, United States
12 employees
- Employees
- 12
- Contacts
- 3
- Emails
- 3
- Phones
- 2
WJ Interests, LLC Overview
- Headquarters
- Sugar Land, Texas, United States
- Phone Number
- Available in AeroLeads
- Website
- wjwealth.com
- Industry
- Financial Services
- Employees
- 12
- Founded
- 1996
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About WJ Interests, LLC
WJ Interests is the largest fee-only firm in Fort Bend County located in Sugar Land, TX. We provide comprehensive wealth management services. Our vision is ensure every client lives a fulfilling life by making the most of their financial resources. We maintain a Fee-Only structure which means we are paid only by our clients and will never receive commissions or compensation from any other source on any transactions made on our client's behalf, in order to maintain independence and objectiveness in our recommendations. We understand that each client's situation is unique and will strive to customize the service and recommendations as necessary in order to help them achieve their particular goals and objectives.
WJ Interests, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
WJ Interests, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jared Jameson, Cfp® | CEO, Partner at Wj Interests, Llc |
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|
|
| William Jameson, Cfp | Chairman, Partner at Wj Interests, Llc | Sugar Land, Texas, United States |
Email
Phone
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| Jonathan Chapman, Mba, Cfp®, Cexp™ | Senior Wealth Advisor, Partner at Wj | Sugar Land, Texas, United States |
Email
Phone
|
| Brandon Arns, Cfa, Caia, Cfp® | Portfolio Manager at Wj Interests, Llc | Sugar Land, Texas, United States |
Email
|
Employees by Management Level
Individual contributor
6 profiles
Manager
3 profiles
Executive
1 profile
Senior / Lead
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 0 |
| Finance | 1 | 1 | 0 |
WJ Interests, LLC Tech Stack
Engineering
1 profile
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