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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-18-1997
- Office Locations
- 1
Office Locations
About WJ Interests, LLC
WJ Interests, LLC is a fee-only wealth management firm providing comprehensive financial planning and investment management, with tax planning, risk management, and business succession guidance. Clients work with a dedicated advisor backed by the broader WJ team. The firm has five CFP professionals and a CFA-designated portfolio manager, and custodies assets at Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Services
Owner & Executives
JARED WILLIAM JAMESON
Chief Compliance Officer, Chief Executive Officer, Partner
- CRD
- #4489225
- Ownership
- 50% but less than 75%
WILLIAM ORSEN JAMESON
Chairman, Partner
- CRD
- #1483978
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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BRANDON ROBERT ARNS
Wealth Advisor
- CRD
- #6289995
Austin Colter James
--
- CRD
- #8273840
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $633,500,000 | $765,097 |
| Non-Discretionary | $0 | -- |
| Total | $633,500,000 | $765,097 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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