Inman Jager Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$206,257,287
Clients
239
Advisors
3
of 5 employees
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
Expertise
Fee options
$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)
Main office
140 Mayfair Road, Suite 1000
Hattiesburg MS 39402
Advisors at this office
3
Most active in
Alabama · Florida · Illinois · Louisiana · Mississippi · Texas
Also doing business as
Inman Jager Wealth Management · Inman Jager Wealth Management, LLC · Inman Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
Jason J
CFP®, Series 66
Hattiesburg, MS
Inman Jager Wealth Management, LLC
Jason Jager is a CFP® with 10 years of industry experience, currently serving as an advisor at Inman Jager Wealth Management, LLC. His work history includes roles at Jager Wealth Management LLC and PriorityOne Bank, among others. Inman Jager Wealth Management advises individuals, high-net-worth clients, families, trusts, charitable organizations, and various business entities. The firm employs a primarily long-term investment approach that integrates fundamental and technical analysis, offering discretionary and non-discretionary wealth management, financial planning, and ERISA 3(21) retirement plan advisory services.
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.
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