WJ Interests, LLC

Jonathan Chapman is a CFP® with 14 years of industry experience. He has worked at WJ Interests, LLC since 2016 and previously held roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC from 2011 to 2016. He is based in Sugar Land, TX. WJ Interests, LLC is a team of five advisors providing tailored financial planning and discretionary investment management primarily for individual and family clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs strategic asset allocations and selects third-party money managers to implement security selection, avoiding market timing and generally not using leverage or options strategies unless requested by clients.

William Jameson is a CFP® professional based in Sugar Land, TX, with 28 years of industry experience. He has been with WJ Interests, LLC since 1995, where he is part of a five-advisor team. Outside of his advisory role, he is an investor and limited partner in several partnership real estate ventures. WJ Interests provides tailored financial planning and discretionary investment management primarily for individual and family clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs strategic asset allocation with third-party money managers, emphasizes governance practices, and offers daily-updated client portal access and formal proxy-voting guidelines.

Jared Jameson is a CFP® professional with 24 years of industry experience, currently serving at WJ Interests, LLC since 1997. Based in Sugar Land, TX, he is part of a five-advisor team at the firm. WJ Interests provides tailored financial planning and discretionary investment management primarily for individual and family clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs strategic asset allocations and selects third-party money managers, employing a disciplined approach that generally avoids market timing and leverage, while offering clients detailed reporting and governance practices.

Mateo Salmeron is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with WJ Interests, LLC, where he has worked since 2022. Mateo's prior experience includes roles at Texas A&M University and Holistplan. WJ Interests, LLC provides tailored financial planning and discretionary investment management primarily for individual and family clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses strategic asset allocation and third-party money managers, emphasizing governance practices such as formal proxy-voting guidelines and detailed employee personal-trading controls.

Brandon Arns is a CFP® with 11 years of industry experience and is currently a financial advisor at WJ Interests, LLC. He has been with the firm since 2014. WJ Interests provides tailored financial planning and discretionary investment management primarily for individual and family clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and selects third-party money managers to implement security selection, avoiding market timing and leverage unless specifically requested by clients.

Nicholas Mcguire is a CFP® with six years of industry experience, currently serving as an advisor at WJ Interests, LLC. His prior experience includes roles at Charles Schwab, Charles Schwab Bank, and United Health Care. He is a board member of the Louisiana Tech University College of Business Student Managed Investment Fund, where he participates in annual reviews of student portfolio management. WJ Interests provides tailored financial planning and discretionary investment management primarily for individuals and families, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation, uses third-party money managers, and maintains governance practices such as daily-updated client portals and formal proxy-voting guidelines.