DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WJ INTERESTS, LLC

CRD 114381

SUGAR LAND, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:85a7d830-7161-fbbd-ef80-81a6762d3b2d

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 0
Observed: Apr 2, 2012 to Mar 20, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.83 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $634MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $634M
Private client RAUM: $527MderivedItem 5.D individuals plus high net worth individuals
Private client share: 83%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $90.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 828
Individual clients: 61
High net worth clients: 172
SEC number: 801-61853
CRD: 114381
Filings on the tape: 22
First filed: Apr 2, 2012
Latest filed: Mar 20, 2026
Organised: Limited Liability Company, TX
Website: wjwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM ORSEN JAMESON	Certified Financial Planner	SUGAR LAND, TX	28	31	n/a	no
JARED WILLIAM JAMESON	Certified Financial Planner	SUGAR LAND, TX	24	28	n/a	no
BRANDON ROBERT ARNS	Certified Financial Planner	SUGAR LAND, TX	12	12	n/a	no
JONATHAN CHAPMAN	Certified Financial Planner	SUGAR LAND, TX	9	14	n/a	no
Mateo Andries Salmeron	Certified Financial Planner	SUGAR LAND, TX	3	13	n/a	no
NICHOLAS OLIN MCGUIRE	Certified Financial Planner	SUGAR LAND, TX	1	11	1	no
Austin Colter James	n/a	SUGAR LAND, TX	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JAMESON, JARED, WILLIAM	CHIEF COMPLIANCE OFFICER, CEO	D	yes	01/2001	Apr 2, 2012	Mar 21, 2024
JAMESON, WILLIAM, ORSEN	Chairman	C	yes	11/1997	Apr 2, 2012	Mar 21, 2024
CHAPMAN, JONATHAN	SENIOR WEALTH ADVISOR	A	no	01/2021	Mar 29, 2021	Mar 21, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$634M	$634M	10	5	0	n/a	n/a
2024	Mar 24, 2025	$553M	$553M	10	5	0	n/a	n/a
2023	Mar 21, 2024	$484M	$484M	9	5	0	n/a	n/a
2022	Mar 27, 2023	$427M	$427M	9	5	0	n/a	n/a
2021	Mar 29, 2022	$455M	$455M	8	4	0	n/a	n/a
2020	Mar 29, 2021	$390M	$390M	9	4	0	n/a	n/a
2019	Mar 25, 2020	$348M	$348M	10	5	0	n/a	n/a
2018	Mar 30, 2019	$299M	$299M	10	5	0	n/a	n/a
2017	Feb 25, 2018	$327M	$327M	10	5	0	n/a	n/a
2016	Feb 3, 2017	$274M	$274M	10	5	n/a	n/a	n/a
2015	Mar 28, 2016	$242M	$242M	9	4	n/a	n/a	n/a
2014	Mar 25, 2015	$237M	$237M	8	4	n/a	n/a	n/a
2013	Apr 1, 2014	$207M	$207M	8	3	n/a	n/a	n/a
2012	Mar 28, 2013	$162M	$162M	6	3	n/a	n/a	n/a
2011	Apr 2, 2012	$144M	$144M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$634M	$553M	14.6%	$427M	14.1%	10	10	0	0

Relationships

Registered with (9)

← Austin Colter JamesAdvisorregistration: current employment
Jun 1, 2026 to presentfactForm ADV
← NICHOLAS OLIN MCGUIREAdvisorregistration: current employment
Apr 30, 2025 to presentfactForm ADV
← Mateo Andries SalmeronAdvisorregistration: current employment
Jan 9, 2023 to presentfactForm ADV
← JONATHAN CHAPMANAdvisorregistration: current employment
Jan 3, 2017 to presentfactForm ADV
← BRANDON ROBERT ARNSAdvisorregistration: current employment
Mar 24, 2014 to presentfactForm ADV
← JARED WILLIAM JAMESONAdvisorregistration: current employment
Oct 4, 2001 to presentfactForm ADV
← WILLIAM ORSEN JAMESONAdvisorregistration: current employment
Nov 18, 1997 to presentfactForm ADV
← JORDAN SCOTT NIGHTINGALEAdvisorregistration: previous registration
Jul 7, 2016 to Feb 12, 2021factForm ADV
← JOHNATHAN DEREK FINLEYAdvisorregistration: previous registration
Apr 23, 2008 to Mar 28, 2016factForm ADV

Controls (2)

← JAMESON, WILLIAM, ORSENOwnerCHAIRMAN, ownership code C, individual
Apr 2, 2012 to Mar 21, 2024factForm ADV
← JAMESON, JARED, WILLIAMOwnerCHIEF COMPLIANCE OFFICER, CEO, ownership code D, individual
Apr 2, 2012 to Mar 21, 2024factForm ADV

Owns (1)

← CHAPMAN, JONATHANOwnerSENIOR WEALTH ADVISOR, ownership code A, individual
Mar 29, 2021 to Mar 21, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:85a7d830-7161-fbbd-ef80-81a6762d3b2d
First observed: Apr 2, 2012
Last observed: Mar 20, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WJ INTERESTS, LLC

CRD 114381

SUGAR LAND, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:85a7d830-7161-fbbd-ef80-81a6762d3b2d

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:41 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM ORSEN JAMESON

Certified Financial Planner

SUGAR LAND, TX

n/a

JARED WILLIAM JAMESON

Certified Financial Planner

SUGAR LAND, TX

n/a

BRANDON ROBERT ARNS

Certified Financial Planner

SUGAR LAND, TX

n/a

JONATHAN CHAPMAN

Certified Financial Planner

SUGAR LAND, TX

n/a

Mateo Andries Salmeron

Certified Financial Planner

SUGAR LAND, TX

n/a

NICHOLAS OLIN MCGUIRE

Certified Financial Planner

SUGAR LAND, TX

Austin Colter James

n/a

SUGAR LAND, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JAMESON, JARED, WILLIAM

CHIEF COMPLIANCE OFFICER, CEO

yes

01/2001

Apr 2, 2012

Mar 21, 2024

JAMESON, WILLIAM, ORSEN

Chairman

yes

11/1997

Apr 2, 2012

Mar 21, 2024

CHAPMAN, JONATHAN

SENIOR WEALTH ADVISOR

01/2021

Mar 29, 2021

Mar 21, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$634M

n/a

2024

Mar 24, 2025

$553M

n/a

2023

Mar 21, 2024

$484M

n/a

2022

Mar 27, 2023

$427M

n/a

2021

Mar 29, 2022

$455M

n/a

2020

Mar 29, 2021

$390M

n/a

2019

Mar 25, 2020

$348M

n/a

2018

Mar 30, 2019

$299M

n/a

2017

Feb 25, 2018

$327M

n/a

2016

Feb 3, 2017

$274M

n/a

2015

Mar 28, 2016

$242M

n/a

2014

Mar 25, 2015

$237M

n/a

2013

Apr 1, 2014

$207M

n/a

2012

Mar 28, 2013

$162M

n/a

2011

Apr 2, 2012

$144M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$634M

$553M

14.6%

$427M

14.1%