WJ Interests, LLC

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 Insurance
Monetary 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 Contact
Jared Jameson, Cfp® CEO, Partner at Wj Interests, Llc
View
William Jameson, Cfp Chairman, Partner at Wj Interests, Llc
Email Phone
Jonathan Chapman, Mba, Cfp®, Cexp™ Senior Wealth Advisor, Partner at Wj
Email Phone
Brandon Arns, Cfa, Caia, Cfp® Portfolio Manager at Wj Interests, Llc
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 Email Phone
General 3 3 0
Finance 1 1 0

WJ Interests, LLC Tech Stack

Engineering 1 profile

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