Guided By Integrity

WJ Interests, LLC

has provided Fee-Only financial advice to individuals, families and businesses since 1996. We do not sell products or receive commissions from any source. Simply put, our goal is to provide advice that is in your best interest, based on your financial needs and goals. When you succeed, we succeed. READ MORE

Our Advisors

  • WJ Interests - Bill
    Bill Jameson, CFP®
    Chairman, Partner
    X
    Bill is the Chairman and founding partner of WJ Interests. His leadership provides the strategic guidance for WJ’s asset management strategy. Bill provides the inspiration, leadership and experience that enables the WJ Team to manage our client’s investments as if they were our own. Bill has...

    Q: What accomplishment are you most proud of?
    A: Family – children and grandchildren. Professionally – success of WJ Interests and Lichliter/Jameson. Personally – marathoner.


    Q: What are three words people use to describe you?
    A: Reflective. Honest. Cynical.

  • Jared Jameson, CFP®
    CEO, Partner
    X
    Jared is the Chief Executive Officer of WJ Interests. In this role, he oversees the firm operations, strategy, and all aspects of client service and satisfaction.  He also serves as the Chief Investment Officer of the firm leading the portfolio development process.  Jared believes that...

    Q: What accomplishment are you most proud of?
    A: Professionally – growing WJ Interests to a company of 9 employees and over $300 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.

  • WJ Interests - Jonathan
    Jonathan Chapman, CFP®, CExP™
    Senior Wealth Advisor, Partner
    X
    Jonathan is Partner and Senior Wealth Advisor with WJ Interests. In this capacity, he provides wealth management and financial planning services to clients in order to help them plan for their financial future. He advises clients on many aspects of financial planning including retirement,...

    Q: What accomplishment are you most proud of?
    A: Family and earning the title of United States Marine.


    Q: What are three words people use to describe you?
    A: Driven. Genuine. Disciplined.

  • WJ Interests - Brandon
    Brandon Arns, CFP®, CAIA, CFA®
    Portfolio Manager
    X
    Brandon’s responsibilities at WJ Interests include supporting the investment and economic research side of the business. He is constantly searching and screening potential fund managers. Brandon works hand-in-hand with the Chief Investment Officer on portfolio management and asset allocation....

    Q: What accomplishment are you most proud of?
    A: Earning a full scholarship to college.


    Q: What are three words people use to describe you?
    A: Smart. Ambitious. Pragmatic.

Meet the Entire WJ Team
In The News
WJ Interests is proud to be listed as #19 in the Houston Business Journal’s list of Top Wealth Management Firms & Practices.

Please Click Here for the disclosures regarding the third party details and criteria used for these awards and honors.

WJ News

Government Debt Explained: Contextualizing $34 Trillion
As headlines frequently alarm us with dire predictions about soaring national debt levels, it’s... READ MORE
WJ Charts of the Month
Welcome to our latest monthly publication, "WJ Charts of the Month." This comprehensive slide deck... READ MORE

Interested in meeting your financial goals? Reach out to our team.

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Affiliations & Awards

The National Association of Personal Financial AdvisorsCertified Financial PlannerFee Only

 

Please Click Here for the disclosures regarding the third party details and criteria used for these awards and honors.

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