Wj Interests, LLC

Wj Interests, LLC (CRD# 114381) is a financial advisory firm headquartered in Sugar Land, TX. They manage $242,000,000 in 533 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    242
    MILLION
  • Total Number of Accounts
    533
    ACCOUNTS
  • Average Account Value
    $454,034
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Wj Interests, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jordan S. Nightingale
CRD#: 5796620
2333 Town Center Drive, Suite 100, Sugar Land, TX 77478
96
Wealthminder
score

Jordan Nightingale (CRD# 5796620) is an Investment Advisor Representative working at Wj Interests, LLC in Sugar Land, TX and has over 6 years of experience in the finance industry. Jordan Nightingale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jared W. Jameson
CRD#: 4489225
2333 Town Center Drive, Suite 100, Sugar Land, TX 77478
90
Wealthminder
score

Jared Jameson (CRD# 4489225) is an Investment Advisor Representative working at Wj Interests, LLC in Sugar Land, TX and has 1 year of experience in the finance industry. Jared Jameson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William O. Jameson
CRD#: 1483978
2333 Town Center Drive, Suite 100, Sugar Land, TX 77478
90
Wealthminder
score

William Jameson (CRD# 1483978) is an Investment Advisor Representative working at Wj Interests, LLC in Sugar Land, TX and has 1 year of experience in the finance industry. William Jameson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Brandon R. Arns
CRD#: 6289995
2333 Town Center Drive, Suite 100, Sugar Land, TX 77478
89
Wealthminder
score

Brandon Arns (CRD# 6289995) is an Investment Advisor Representative working at Wj Interests, LLC in Sugar Land, TX and has over 2 years of experience in the finance industry.

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