Articles

September Technical Speaker 2

The Devil is in the Details - Pitfalls in Personal Finaces and Investing

Jared Jameson, CFP, Vice President & Chief Investment Officer

When the space shuttle Challenger exploded, few would have guessed it was due to a faulty seal in the rockets’ O-rings. Likewise, in financial planning and investing, failure or success is in the details. We will discuss mistakes individuals can make in investing, insurance products and long-term planning that can lead to disastrous results, and how to avoid them.

Jared is Vice President and Chief Investment Officer of WJ Interests.  In this role, he leads the portfolio development process and all aspects of client service and satisfaction.  Jared believes that transparency and the fee only approach leads to long-lasting trust based relationships.

Prior to forming WJ Interests in 1996, Jared worked as a Professional Engineer at Ch2m Hill among other firms.  As Jared made the transition from a Professional Engineer into Finance, he was able to apply his methodical, reasoned approach he used in solving engineering problems to solving client’s financial problems.  Jared earned a Bachelor of Science in Civil Engineering from Southern Methodist University and a MBA degree from the University of Texas at Austin.  Jared is a CERTIFIED FINANCIAL PLANNER™ (CFP) and a registered investment advisor with the US Securities and Exchange Commission (SEC).

Jared has been a longtime resident of Fort Bend County and serving his community has always been of great importance.  He has taken an active role in numerous charities and organizations such as the Greater Fort Bend EDC and the Fort Bend County Women’s Center.

Jared is an avid golfer and is always looking to improve his handicap.  Unfortunately his woodworking skills are not as impressive as his golf game, he calls himself a frustrated woodworker with excellent caulking skills that fix many mistakes.  Jared lives in Sugar Land with his wife, daughter, three dogs and two cats.

Community Involvement

Treasurer  & Board Member for the Greater Fort Bend EDC 

Board Member for Fort Bend Green 

Board Member for Sugar Land Town Square TIRZ 

Past Chairman for Sugar Land Rotary Club

Past Chairman for Fort Bend County Women’s Center

Graduate of Leadership for Nonprofit Excellence, Class of 2005

Professional Involvement

Certified Financial Planner (CFP)

Fee-Only Network

Financial Planning Association (FPA)

National Association of Personal Financial Advisors (NAPFA) 

Awards & Recognitions

2009, 2012, 2014, 2015 Five Star Wealth Manager