Narrative Brochure - Form ADV Part 2A Firm description WJ Interests, LLC, (WJ) is a Texas limited liability corporation established in 1996 and is located in Sugar Land, Texas. The firm is a fiduciary and is registered with the United States Securities and Exchange Commission (SEC). Principal owners The firm’s principal owners are Jared W. Jameson, William O. (Bill) Jameson, and Jonathan F. Chapman. Types of advisor services The actual services you receive will be identified in an advisory agreement and will be agreed upon by WJ and you. Services provided may include initial and ongoing financial planning and investment management, such as:
• Development of a current net worth statement.
• Development of a comprehensive cash flow incorporating current assets, liabilities, income, and expenses.
• A review of your estate plan, including wills, living wills and trusts, and powers of attorney.
• A review of any additional estate planning trusts or strategies, such as irrevocable life insurance trusts (ILITs), charitable remainder unitrusts (CRUTs), grantor retained annuity trusts (GRATs) or gifting programs.
• Development of saving plans for college or other major future expenses.
• A review of your insurance needs and current coverage, including life, disability, long- term care and casualty, such as home, auto or umbrella policies.
• An analysis of asset allocation and investment choices in your current portfolio, leading to the design of an optimal portfolio that meets your needs and risk tolerance.
• Development of a written Investment Policy Statement (IPS) that describes your optimal portfolio and investment implementation strategy.
• Continual monitoring

and supervision of your investment strategy and portfolio, and rebalancing of your portfolio as necessary. WJ Interests, LLC Page 6 March 31, 2024 Narrative Brochure - Form ADV Part 2A
• Establishment of a WJ Client Investment Portal summarizing the consolidated performance for all of your accounts managed by WJ Interests.
• Regular updates of the financial planning items identified above as you request them, such as a review of your goals and objectives, and updates of your financial planning checklist and cash flow. Tailored relationships All WJ’s services are tailored to the specific needs of each of our clients. We attempt through multiple meetings and ongoing client interaction to provide investment advice that is relevant to each client’s particular situation. Wrap fee programs A wrap fee is charged for an investment program that bundles together services provided by different entities, such as brokerage, advisory, research and management. WJ Interests does not participate in such programs, and therefore, does not charge wrap fees. Assets we manage As of December 31, 2023, WJ Interests managed the following amount of assets: Discretionary $484 million Non-Discretionary $0 Total Assets Managed $484 million Agreements As a client of WJ Interests, you will be required to sign an advisory agreement that fully outlines the services you will be provided, the fees you can expect to pay, our responsibilities as your fiduciary and other articles that pertain specifically to your portfolio. This agreement also will be signed by WJ Interests and a copy will be posted to your WJ Client Investment Portal. WJ Interests, LLC Page 7 March 31, 2024