CRD: 329603
Inman Jager Wealth Management, LLC
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- Custodian
- Morgan Stanley · Raymond James · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Between May 28, 2025 and February 27, 2026, reported AUM increased 18.9%, from $189.3M to $225.0M.
Across 3 reported observations, AUM increased 31.2% between August 28, 2024 and February 27, 2026, from $171.6M to $225.0M.
Of the latest reported AUM, 94.3% is discretionary and 5.7% is non-discretionary.
The firm reports 3 advisory representatives and 246 clients, or 82 clients per representative. That equates to $914.6K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
Inman Jager Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Inman Jager Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.