Our Advisors
Bill Jameson, CFP®Chairman, PartnerXBill 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.[ Read Full Bio ]- Jared Jameson, CFP®CEO, PartnerXJared 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.[ Read Full Bio ] - Jonathan Chapman, CFP®Senior Wealth Advisor, PartnerXJonathan 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.[ Read Full Bio ] - Brandon Arns, CFP®, CAIAPortfolio ManagerXBrandon’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.[ Read Full Bio ]
