Jason Jager
Inman Jager Wealth Management · Hattiesburg, Mississippi
Jason Jager is a fee-only financial advisor at Inman Jager Wealth Management in Hattiesburg, Mississippi, who holds the CFP credential. Jason focuses on small business owners, retirement planning and estate & legacy planning. Inman Jager Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Inman Jager Wealth Management |
|---|---|
| Based in | Hattiesburg, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $225.0M across 781 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MS · CRD 6403937 |
| Exams passed | Series 66 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.inmanjagerwm.com |
| Profile |
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Questions about Jason
Is Jason Jager a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Inman Jager Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Inman Jager Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jason Jager based?
Jason Jager is based in Hattiesburg, Mississippi.
What does Jason specialize in?
Jason's specialties include small business owners, retirement planning, estate & legacy planning and founders (pre-exit). Jason works with founders, retirees and pre-retirees.
What credentials does Jason Jager hold?
Jason Jager holds the CFP credential.
Is Jason Jager registered with the SEC?
Yes. Jason Jager is registered as an investment adviser representative in MS (CRD 6403937), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Inman Jager Wealth Management manage?
Inman Jager Wealth Management reports $225.0M across 781 accounts in assets under management.
How do I contact Jason Jager?
Through Jason's website, www.inmanjagerwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Inman Jager Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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