WJ In the News

William Jameson Among Best of the Best Financial Advisors Attending Barron’s Summit

SUGAR LAND, TX (March 28, 2013) – William Jameson, president of WJ Interests, LLC, attended the fifth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.  The invitation-only conference was March 6 through 8 in Orlando, FL.

Attending were 75 of the Top 100 independent financial advisors in the U.S., as ranked and published in Barron’s August 27, 2012, issue. This annual ranking is...

Jared Jameson named top advisor in Texas Monthly magazine for third year

SUGAR LAND, TX (September 4, 2012) – Jared Jameson will appear as a 2012 Five Star Wealth Manager in the September issue of Texas Monthly magazine. This is the third year running that Jared has been named to the list, which ranks the top seven percent of wealth managers in the Houston area. Jared serves as chief investment advisor and vice president of WJ Interests, LLC.
“I’m excited to be again named to the Five Star Wealth Managers list, “ Jameson said. “The honor reflects my commitment to...

WJ Interests named Financial Advisor magazine top advisor for fith year

SUGAR LAND, TX (August 20, 2012) – WJ Interests, LLC, has been ranked by Financial Advisor magazine among the top financial planning firms in the United States for the fifth year running. WJ Interests is ranked 402 for 2012.
“It’s always gratifying to see ourselves recognized in this ranking,” said Jared Jameson, chief investment officer and vice president of WJ Interests. “We truly appreciate the confidence our clients continue to show us.”
WJ Interests provides financial planning...

Jared Jameson again named in Texas Monthly Best in Client Satisfaction survey

SUGAR LAND, TX (August 3, 2011) – For the third year running, Jared Jameson has been named in the 2011 edition of Texas Monthly magazine’s FIVE STAR: Best in Client Satisfaction survey.

‘‘Texas Monthly partnered with Five Star Professional to identify the wealth managers in the Houston region who provide exceptional service and overall satisfaction as indicated by clients, peers and industry experts,’’ said Charlie Wesser, managing partner for Five Star Professional. ‘‘The...

WJ Interests again named top advisor by Financial Advisor magazine

SUGAR LAND, TX (August 03, 2011) – WJ Interests, LLC, has again been ranked among the top financial planning firms in the United States by Financial Advisor magazine. The firm was ranked #302, up from last year’s ranking of #328. This is the fourth year WJ Interests has appeared in the ranking.

Derek Finley earns Certified Financial Planner® designation

SUGAR LAND, TX (January 18, 2011) – WJ Interests, LLC, is pleased to announce that J. Derek Finley has completed the requirements and is now a CERTIFIED FINANCIAL PLANNER, as designated by the Certified Financial Planner Board of Standards, Inc. CFP® designation is one of the most difficult certifications financial planners can earn, and denotes such planners as having achieved the highest levels of education and fiduciary responsibility. WJ Interests president Bill Jameson was certified in 1999; chief investment officer...

WJ Interests again named top advisor by Financial Advisor, Wealth Manager magazines

SUGAR LAND, TX (August 12, 2010) --- WJ Interests, LLC, has again been ranked among the top financial planning firms in the United States by both Financial Advisor and Wealth Management magazines. Located in Sugar Land, this is the sixth straight year WJ Interests has been included on the Wealth Manager list and the third straight year to be listed by Financial Advisor magazine. Both lists can be viewed at www.wjinterests.com.

WJ Interests named in Texas Monthly Best in Client Satisfaction survey

SUGAR LAND, TX (August 20, 2009) – Bill Jameson and Jared Jameson of WJ Interests, LLC, have both been named in Texas Monthly magazine’s FIVE STAR: Best in Client Satisfaction survey for 2009. The award was limited to the top 7 percent of all wealth managers within the Houston market. Only wealth managers with more than five years’ experience in the industry were considered. This year’s survey will appear as a special section in the September issue of Texas Monthly.

WJ Interests again named top advisor by Financial Advisor, Wealth Management magazines

SUGAR LAND, TX (August 3, 2009) -- WJ Interests, LLC, has again been ranked among the top financial planning firms in the United States by both Financial Advisor and Wealth Manager magazines. WJ Interests is a financial planning and investment management firm located in Sugar Land.

WJ Interests named Top Advisor by Financial Advisor, Wealth Management magazines

SUGAR LAND, TX (October 30, 2008) – WJ Interests, LLC, a financial planning and investment management firm in Sugar Land, has been ranked among the top financial planning firms in the United States by both Financial Advisor and Wealth Management magazines.

Jared Jameson accepted for membership to NAPFA

SUGAR LAND, TX (September 24, 2008) – Jared Jameson, chief investment officer of the financial planning and investment management firm WJ Interests, LLC, has been accepted for membership in the National Association of Personal Financial Planners (NAPFA).

WJ Interests adds Derek Finley as associate advisor

SUGAR LAND, TX (June 21, 2008) – WJ Interests, LLC, welcomes J. Derek Finley as associate planner. Finley is the first associate to be added to the financial planning and asset management firm since the company was founded by father-and-son partners Bill Jameson and Jared Jameson in 1996.

Jared Jameson recognized as top adviser by Reuters AdvicePoint

SUGAR LAND, TX (March 26, 2008) – Jared Jameson, vice president of WJ Interests, LLC, has been named to the inaugural Top Advisors 2008 list compiled by Reuters. The list was published in conjunction with the roll out of Reuters AdvicePoint, an online forum in which investors can easily find financial advisors and exports tailored to their specific needs.

WJ Interests, LLC, is moving to Town Center Drive

WJ Interests, LLC, is pleased to announce that it will be moving its offices on Monday, August 28, 2006. The financial planning and investment management firm’s new address is: 2333 Town Center Drive, Suite 100, Sugar Land, Texas 77478.

WJ Interests, LLC, is selected as a “Wealth Manager Super Star”

WJ Interests, LLC, Financial Advisors, was recently selected as a “Wealth Manager Super Star” in Bloomberg’s annual ranking of independent wealth managers. The ranking is a repeat performance as they were named top wealth manager in previous surveys. The firm, located in Sugar Land, was ranked 255th in the United States based on their average client relationship. William Jameson, President of WJ Interests said, "We are excited to once again be recognized by Bloomberg magazine as a super star wealth manager. We...

Alisha Weaver joins WJ Interests, LLC

Sugar Land, TX - Alisha Weaver has been named Manager of Financial Planning for WJ Interests, LLC, a financial planning and asset management firm. Weaver is a certified public accountant (CPA) and will assist with financial planning, equity and fixed income research, and portfolio management.

WJ Interests, LLC, and Annabelle’s/Merle Norman join together to help women at FBC Women's Center

Sugar Land, TX – WJ Interests, LLC, and Annabelle’s/Merle Norman are working together to make a difference by helping women living at the Fort Bend County Women’s Center. Beginning this month, owners of these Sugar Land-based businesses will be teaching classes on life skills, such as how to develop a monthly cash-flow and balance a checkbook; how to use social and interpersonal skills and non-verbal communication; and how to prepare for a job interview. Classes will be offered once a month and are...

Former Engineering Firm Ceo Receives Certified Financial Planner (CFP) Designation

Sugar Land, Texas. (November 10, 1999) William O. Jameson, CFP, president of WJ Interests, LLC, recently received his Certified Financial Planner (CFP) designation after meeting the rigorous five year experience, education and ethical requirements of the Certified Financial Planner Board (CFP Board). WJ Interests, LLC, provides financial planning and asset management services to individuals and businesses.