CI
CFP
CI
CFP

Christopher Inman

25 Years of Experience
Hattiesburg, MS
Sells Insurance

Christopher Inman is a CFP-designated registered investment advisor at Inman Jager Wealth Management, LLC, based in Hattiesburg, MS, with 25 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 246 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
246 clients
Average Client Portfolio
$915K average
Assets Under Management
$225.0M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)

Inman Jager Wealth charges a percentage of your portfolio's value each quarter, paid in advance. The annual fee can be up to 1.00%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Inman Jager Wealth. Fees may be negotiable.

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Location

140 Mayfair Road, Suite 1000, Hattiesburg, MS, 39402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is a licensed insurance professional, dedicating minimal time to this activity. He is also an investment committee member for the University of Southern Mississippi Foundation, spending minimal time attending meetings.

Employment History
Current Registrations
Inman Jager Wealth Management, LLC
March 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Advisors
June 2014 - April 2024 · 9 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2014 - April 2024 · 9 yrs 10 mos
Morgan Stanley
June 2009 - June 2014 · 5 yrs
Morgan StanleyBroker
June 2009 - June 2014 · 5 yrs
Morgan Stanley & CO. Incorporated
June 2007 - June 2009 · 2 yrs
Morgan Stanley & CO. IncorporatedBroker
May 2007 - June 2009 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
February 2006 - May 2007 · 1 yr 3 mos
Legg Mason Wood Walker, IncorporatedBroker
December 2000 - February 2006 · 5 yrs 2 mos
State Registrations2 states
MSTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.