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Inman Jager Wealth Management, LLC

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Client assets under management

$206,257,287

Clients

239

26% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

80

High

Average account size

$863,001

About

Inman Jager Wealth Management advises individuals and high‑net‑worth clients as well as families, trusts, estates, charitable organizations, pension and profit‑sharing plans, corporations, and small businesses. The firm provides discretionary and non‑discretionary wealth management, financial planning (including project‑based and ongoing plans), and 3(21) retirement plan advisory services for plan sponsors.

The adviser describes a primarily long‑term investment approach that combines fundamental and technical analysis to construct and monitor portfolios, with rebalancing and position changes used to meet client objectives and tax considerations. Portfolios are typically built from individual equities, ETFs, and bonds but may also include mutual funds, closed‑end funds and derivatives such as options, and the firm notes use of cash positions as potential hedges and the sale of positions to harvest gains or losses.

Noteworthy for a firm of this size, the brochure discloses use of derivatives and the use of borrowing or leverage in separately managed accounts—practices that are less common among supported peers and that introduce additional liquidity and leverage risks. The adviser also provides ERISA fiduciary 3(21) services, operates with a small team of credentialed advisors, and maintains an institutional relationship with a national custodian that supplies platform and research support.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$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)

Commissions

Certain advisory persons are licensed insurance professionals and may earn commissions from insurance sales, separate from advisory fees

Project-based

Up to $300 per hour for financial planning services

Other

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)

Main office location

Inman Jager Wealth Management, LLC

140 Mayfair Road, Suite 1000

Hattiesburg MS 39402, United States

Number of offices

1

Most active in

Alabama · Florida · Illinois · Louisiana · Mississippi · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Henry M

Series 65

Hattiesburg, MS

Inman Jager Wealth Management, LLC

Henry Mc Call is a Series 65-licensed advisor at Inman Jager Wealth Management, LLC with experience dating back to 2018. His background includes roles in campus recreation at the University of Mississippi and positions in the hospitality and retail sectors. Inman Jager Wealth Management serves individuals, families, trusts, charitable organizations, retirement plans, and small businesses with discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using a mix of equities, ETFs, bonds, and other instruments, supported by an institutional platform and a compact advisory team.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
user avatar

Jason J

CFP®, Series 66

Hattiesburg, MS

Inman Jager Wealth Management, LLC

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.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
user avatar

Christopher I

CFP®, Series 66

Hattiesburg, MS

Inman Jager Wealth Management, LLC

Christopher Inman is a CFP® professional with 25 years of experience in financial advising. He currently serves at Inman Jager Wealth Management, LLC, which he joined in 2024 after ten years at Wells Fargo Advisors Financial Network. Inman is an investment committee member of the University of Southern Mississippi Foundation. Inman Jager Wealth Management advises individuals, families, trusts, and charitable organizations with a focus on customized wealth management and financial planning. The firm employs a long-term investment strategy using equities, ETFs, and bonds, while retaining flexibility to incorporate other asset types and employs margin borrowing and derivatives for rebalancing and hedging purposes.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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