- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Our Other NAPFA Members
Sugar Land, TX 77478
Jared Jameson is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
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.