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.
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Verified contacts
14
available on Kipplo
LinkedIn employees
14
1 to 10 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
2
tools in use
Monthly traffic
10
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- JC
Jonathan Chapman
Senior Wealth Advisor, Partner · Finance & Accounting
EmailPhone - AW
Alisha Weaver
Manager of Financial Planning · Finance & Accounting
EmailPhone - BA
Brandon Arns
Portfolio Manager · Finance & Accounting
EmailPhone - FR
Faye Roach
Accounts Manager · Customer/Client Service
EmailPhone - MS
Mateo Salmeron
Associate Financial Planner · Finance & Accounting
EmailPhone - AC
Ashley Cornner-Patel
Client Services Manager · Other
EmailPhone - JJ
Jared Jameson
CEO, Partner · Other
EmailPhone - AW
Admin Wj Interests
Admin · Operations
EmailPhone - WJ
William Jameson
Owner President · General Business & Management
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Wj Interests, Llc
13 distinct titles indexed · top 10 shown.
- 1accounts manager
- 1admin
- 1associate financial planner
- 1ceo, partner
- 1client services manager
- 1construction specialist
- 1manager of financial planning
- 1owner president
- 1plumber
- 1portfolio manager
- +3more titles
Sign up to unlock all 14 contacts at Wj Interests, Llc
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