Who We Are

Jared Jameson, CFP® , Vice President & CIO

Jared Jameson

Jared is Vice President and Chief Investment Officer of WJ Interests. In this role, he leads the portfolio development process and all aspects of client service and satisfaction. Jared believes that transparency and the fee only approach leads to long-lasting trust based relationships.

Prior to forming WJ Interests in 1996, Jared worked as a Professional Engineer at Ch2m Hill among other firms. As Jared made the transition from a Professional Engineer into Finance, he was able to apply his methodical, reasoned approach he used in solving engineering problems to solving client’s financial problems. Jared earned a Bachelor of Science in Civil Engineering from Southern Methodist University and a MBA degree from the University of Texas at Austin. Jared is a CERTIFIED FINANCIAL PLANNER™ (CFP) and a registered investment advisor with the US Securities and Exchange Commission (SEC).

Jared has been a longtime resident of Fort Bend County and serving his community has always been of great importance. He has taken an active role in numerous charities and organizations such as the Greater Fort Bend EDC and the Fort Bend County Women’s Center.

Jared is an avid golfer and is always looking to improve his handicap. Unfortunately his woodworking skills are not as impressive as his golf game, he calls himself a frustrated woodworker with excellent caulking skills that fix many mistakes. Jared lives in Sugar Land with his wife, daughter, three dogs and two cats.

Q: What accomplishment are you most proud of?
A: Professionally – growing WJ Interests to a company of 8 employees and over $250 million in assets over the past 20 years. Community – making a difference by serving and taking an active role in numerous local charities and organizations.


Q: What are three words people use to describe you?
A: Committed. Insightful. Analytical.


Q: When you are not working, what do you care about the most?
A: Spending time with my family, playing golf, taking care of my yard which includes growing super-hot peppers, watching sports and then eating the super-hot peppers I grow.


Q: What makes WJ unique?
A: We try to stand out in the way we apply our analytical abilities to both financial planning and investment management. We strive to be a beacon of superior customer service in a world generally lacking it. Our client’s success is not the means we use to sell products but is the purpose of all we do.


Q: Why are you working in financial services?
A: To apply my technical knowledge to a financial situation and make a client’s life better and more fulfilling. Finances play such an important role in all of our lives (like it or not) that the services we provide can truly make a difference.

Professional


Master of Business Administration, The University of Texas at Austin
Certified Financial Planner (CFP)
National Association of Personal Financial Advisors (NAPFA)
Financial Planning Association (FPA)
FIVE STAR Wealth Manager Award (2012, 2013, 2014, 2015, 2016)

Community


Treasurer and Board Member for the Greater Fort Bend EDC
Board Member for ACCESSHealth
Board Member for Fort Bend Green
Board Member for Sugar Land Town Square TIRZ
Member of Fort Bend Society of Commercial Realtors
Member of Sugar Land Rotary Club – Past Chairman
Fort Bend County Women’s Center – Past Chairman
Graduate of Leadership for Nonprofit Excellence, Class of 2005