Jason Jager is a CFP-designated registered investment advisor at Inman Jager Wealth Management, LLC, based in Hattiesburg, MS, with 9 years of industry experience. Jason 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
140 Mayfair Road, Suite 1000, Hattiesburg, MS, 39402
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Inman Jager Wealth Management, LLC
Previous Registrations
Jager Wealth Management
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Hancock Investment Services, INC.
Hancock Investment Services, INC.Broker
State Registrations1 state
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.