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CI

Christopher D. Inman

INMAN JAGER WEALTH MANAGEMENT
Hattiesburg, MS 39402
Some features on this profile are disabled
CRD#: 4285245
CI

Professional summary


Christopher David Inman, CFP®, who also goes by Chris Inman, is a registered financial advisor currently at INMAN JAGER WEALTH MANAGEMENT, LLC located in Hattiesburg, Mississippi.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Christopher has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris Inman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Licensed insurance professional; same address; not investment related; less than 10% of business time. 2. UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION; INV. RELATED; HATTIESBURG,MS; INVESTMENT COMMITTEE MEMBER; START DATE 11/01/2022; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO OVERSEE THE OUTSIDE INVESTMENT ADVISOR AND INVESTMENT POLICY STATEMENT.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher David Inman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2005

Experience


Current

March 26, 2024 - Present

INMAN JAGER WEALTH MANAGEMENT, LLC

Office #1: 140 Mayfair Road Suite 1000, Hattiesburg, MS 39402
RIA
CRD#: 329603
Hattiesburg, MS
Past

June 12, 2014 - April 3, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
HATTIESBURG, MS
Past

June 12, 2014 - April 3, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
HATTIESBURG, MS
Past

June 1, 2009 - June 18, 2014

MORGAN STANLEY

RIA
CRD#: 149777
HATTIESBURG, MS
Past

June 1, 2009 - June 18, 2014

MORGAN STANLEY

BD
CRD#: 149777
HATTIESBURG, MS
Past

June 28, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
HATTIESBURG, MS
Past

May 11, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
HATTIESBURG, MS
Past

February 21, 2006 - May 25, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
HATTIESBURG, MS
Past

December 5, 2000 - February 21, 2006

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IJ
INMAN JAGER WEALTH MANAGEMENT, LLC
INMAN JAGER WEALTH MANAGEMENT | INMAN WEALTH MANAGEMENT, LLC | INMAN JAGER WEALTH MANAGEMENT, LLC

CRD#: 329603 / SEC#: 801-129713

RIA
Registered Investment Advisory firm - (3/20/2024 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Mississippi
(3/26/2024)
IAR
Texas
(6/11/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/27/2007
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


IJ
INMAN JAGER WEALTH MANAGEMENT, LLC
INMAN JAGER WEALTH MANAGEMENT | INMAN WEALTH MANAGEMENT, LLC | INMAN JAGER WEALTH MANAGEMENT, LLC

CRD#: 329603 / SEC#: 801-129713

RIA
Registered Investment Advisory firm - (3/20/2024 Approved)
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Contact information


Main Address
140 Mayfair Road Suite 1000, Hattiesburg, MS 39402
Mailing Address
Phone number
(601) 602-3571
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INMAN JAGER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (5/28/2025)

Regulatory assets under management


Total Number of Accounts667
AUM (Assets Under Management)$ 189,251,761

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INMAN JAGER WEALTH MANAGEMENT, LLC

CRD#: 329603Hattiesburg, MS 39402

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