CRD: 329603
Inman Jager Wealth Management, LLC
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- Custodian
- Morgan Stanley · Raymond James · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- SignalPathway
- Established Date
- 03-20-2024
- Office Locations
- 1
Office Locations
About Inman Jager Wealth Management, LLC
Inman Jager Wealth Management is a Hattiesburg, MS wealth management practice providing personalized financial planning and portfolio management, including retirement, risk, estate/charitable, and business planning. The team serves families and individuals, pre-retirees and retirees, business owners, and endowments/foundations, building customized, diversified portfolios with an analytical, risk-aware approach. Offers Raymond James cash strategies and Raymond James Bank lending solutions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER DAVID INMAN
MANAGING PRINCIPAL, Vice President
- CRD
- #4285245
- Ownership
- 50% but less than 75%
JASON MICHAEL JAGER
Agent, Chief Compliance Officer, PARTNER
- CRD
- #6403937
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Henry Jackson McCall
--
- CRD
- #8206130
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,166,160 | $308,381 |
| Non-Discretionary | $12,835,958 | $138,021 |
| Total | $225,002,118 | $288,095 |
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Separately Managed Accounts
Total SMA Asset: $225,002,118
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,088,198,999 | 41.1% |
| Cash | $1,397,579,109 | 18.6% |
| Public Funds | $1,352,495,912 | 18.0% |
| U.S. Government/Agency | $1,675,592,158 | 22.3% |
| Total | $7,513,866,178 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS NORTH HARBOR | ZENITH GLACIER | JPN6HWUKI | KYA | 1.53% | $53,417,963 |
| DELTA ELEMENT | RADIAL HORIZON | 13OBHIGRR | GRCJ | 6.50% | $83,866,504 |
| UNISON INSIGHT | VITAL OAK | BT4F9R1M6 | UGQES | 5.26% | $39,720,911 |
| LEGACY TIMBER | ELEMENT ZENITH | CG5KB0QTO | BDKE | 2.33% | $48,143,884 |
| EMBER CATALYST NORTH | FOUNDATION TIMBER | 5SIXNT9VD | VXG | 1.72% | $58,213,087 |
| BRIDGE VECTOR | OAK PEAK | 82DT5WAA2 | CWCR | 12.00% | $64,555,096 |
| VITAL OPTIMA CAPITAL | LEGACY FOCUS | 46027HEK0 | GNYX | 3.98% | $5,287,238 |
| BEACON VALUE HORIZON | NORTH VITAL | RMUS90W66 | GVVNI | 5.13% | $17,654,013 |