Jason Jager
Advisor at Inman Jager Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Inman Jager Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Hattiesburg, MS 39402
Credentials
CFP®, Series 66
Industry experience
9 years
Jason Jager is a CFP® professional with nine years of industry experience, currently serving at Inman Jager Wealth Management, LLC in Hattiesburg, MS. He previously led Jager Wealth Management LLC and has held roles at PriorityOne Bank and Raymond James Financial Services. His background also includes a brief involvement with Jager Farms, LLC. Inman Jager Wealth Management advises individuals, families, trusts, charitable organizations, retirement plans, and small businesses, providing discretionary and non-discretionary wealth management alongside financial planning. The firm employs a long-term investment approach using equities, ETFs, bonds, and other instruments, incorporating margin borrowing and derivatives for rebalancing or hedging in client portfolios.
Based on Inman Jager Wealth Management, LLC
Based on Inman Jager Wealth Management, LLC
$0+: up to 1.00% annually, tiered incremental fee schedule with reduced rates as assets increase $0+: up to 0.75% annually for retirement plan advisory services (asset-based)
Certain advisory persons are licensed insurance professionals and may earn commissions from insurance sales, separate from advisory fees
Up to $300 per hour for financial planning services
Account minimum: $500,000 Fee-only: Wealth management fees up to 1.00% annually (tiered), financial planning hourly fees up to $300/hour, retirement plan advisory fees up to 0.75% annually (asset-based)
140 Mayfair Road, Suite 1000
Hattiesburg, MS 39402
Mississippi
Inman Wealth Management LLC dba Inman Jager Wealth Management
2024 - Present (2 years)
Jager Wealth Management LLC
2019 - 2024 (5 years)
Jager Farms, LLC
2017 - 2017 (1 year)
PriorityOne Bank
2016 - 2018 (2 years)
PriorityOne Financial Services
2016 - 2018 (2 years)
Raymond James Financial Services Advisors Inc.
2016 - 2018 (2 years)
Raymond James Financial Services, inc.
2016 - 2018 (2 years)
Full TIme Student
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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