Jason M. Jager
INMAN JAGER WEALTH MANAGEMENT
Hattiesburg, MS 39402
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CRD#: 6403937
Professional summary
Jason Michael Jager, CFP®, who also goes by Jason Michael Jager, is a registered financial advisor currently at INMAN JAGER WEALTH MANAGEMENT, LLC located in Hattiesburg, Mississippi.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jason has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Jason Jager is a Hattiesburg, MS Fee-Only financial advisor. Jason is a Certified Financial Planner® focused on helping clients make smart decisions with their money. Jager Wealth Management provides comprehensive financial planning, retirement planning, and invesetment management to help clients optimize their investments, reduce taxes, and create retirement income that lasts. Jager Wealth Management serves clients as a fiduciary and never earns a commission of any kind.
Question & Answer
What are your service offerings?
Retirement Income Management
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Jason Michael Jager
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.
On a temporary and transitional basis, Mr. Jager is dually-registered as both an Investment Advisor Representative with Jager Wealth Management LLC and Inman Wealth Management LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Michael Jager's 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: 2018
Experience
Current
May 1, 2024 - Present
INMAN JAGER WEALTH MANAGEMENT, LLC
Office #1: 140 Mayfair Road Suite 1000, Hattiesburg, MS 39402RIA
CRD#: 329603
Hattiesburg, MS
Past
January 28, 2019 - May 1, 2024
JAGER WEALTH MANAGEMENT
RIA
CRD#: 299610
HATTIESBURG, MS
Past
August 31, 2016 - November 30, 2018
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
MAGEE, MS
Past
August 30, 2016 - November 30, 2018
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
MAGEE, MS
Past
May 26, 2015 - August 24, 2015
HANCOCK WHITNEY INVESTMENT SERVICES INC.
RIA
CRD#: 40637
HATTIESBURG, MS
Past
March 2, 2015 - August 24, 2015
HANCOCK WHITNEY INVESTMENT SERVICES INC.
BD
CRD#: 40637
HATTIESBURG, MS
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(5/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 667 |
| AUM (Assets Under Management) | $ 189,251,761 |
Red Flags
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Company Information
INMAN JAGER WEALTH MANAGEMENT, LLC
CRD#: 329603Hattiesburg, MS 39402TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
