Jared Jameson (CFP®, MBA)
Jared Jameson focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Most financial advisors begin and end their process with selecting investments. We think that investment planning and selecting investments is premature until a client`s goals and objectives, current financial position, and other investments have been identified. This integrated approach separates our wealth management process from the typical stock broker. Critical to our process is the development of a detailed cash flow that projects asset growth/depletion, income, and expenses through life expectancy. Using the cash flow we can determine many parameters for future planning, such as the required return to meet plan goals and objectives, the amount of life insurance required, the amount of disability insurance necessary, and necessary distributions from retirement plans. WJ Interests leverages its planning capabilities through professional relationships with other experts in their fields, including accountants, lawyers and insurance agents. These combined services, overseen by WJ Interests, assure clients that all aspects of their financial lives have been examined and managed responsibly.
Additional Information
Jared Jameson, vice president and chief investment officer of WJ Interests, received his MBA in Finance from the University of Texas at Austin in 1993. Jared also is a CERTIFIED FINANCIAL PLANNER and a registered investment advisor with the United States Securities and Exchange Commission (SEC). Jared is active in the Fort Bend community. He has served in numerous capacities for the Sugar Land Rotary Club. He serves on the board of directors for the Fort Bend County Womens Center, for which he has been president and treasurer. Jared also serves on the Sugar Land Town Square TIRZ board and Fort Bend Green. He lives with his wife and daughter in Great Wood. As a CFP professional, Jared has met the rigorous experience and ethical requirements of the Certified Financial Planner Board of Standards. He has successfully completed the Board's financial planning coursework, and passed the certification examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
NAPFA Start Date
January 02, 2008
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