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Inman Jager Wealth Management, LLC
Form ADV Part 2A – Disclosure Brochure
Effective: May 28, 2025
This Form ADV Part 2A (“Disclosure Brochure”) provides information about the qualifications and business
practices of Inman Jager Wealth Management, LLC (“Inman Jager Wealth” or the “Advisor”). If you have any
questions about the content of this Disclosure Brochure, please contact the Advisor at (601) 602-3571.
Inman Jager Wealth is a registered investment advisor with U.S. Securities and Exchange Commission (“SEC”).
The information in this Disclosure Brochure has not been approved or verified by the SEC or by any state securities
authority. Registration of an investment advisor does not imply any specific level of skill or training. This Disclosure
Brochure provides information about Inman Jager Wealth to assist you in determining whether to retain the
Advisor.
Additional information about Inman Jager Wealth and its Advisory Persons is available on the SEC’s website at
www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 329603.
Inman Jager Wealth Management, LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
Item 2 – Material Changes
Form ADV 2 is divided into two parts: Part 2A (the "Disclosure Brochure") and Part 2B (the "Brochure
Supplement"). The Disclosure Brochure provides information about a variety of topics relating to an Advisor’s
business practices and conflicts of interest. The Brochure Supplement provides information about the Advisory
Persons of Inman Jager Wealth. For convenience, the Advisor has combined these documents into a single
disclosure document.
Inman Jager Wealth believes that communication and transparency are the foundation of its relationship with
clients and will continually strive to provide you with complete and accurate information at all times. Inman Jager
Wealth encourages all current and prospective clients to read this Disclosure Brochure and discuss any questions
you may have with the Advisor.
Inman Jager Wealth Management, LLC does not offer fixed fee arrangements
Material Changes
The following material changes have been made to this Disclosure Brochure since the last filing on January
31, 2025
●
Future Changes
From time to time, the Advisor may amend this Disclosure Brochure to reflect changes in our business practices,
changes in regulations, or routine annual updates as required by the securities regulators. This complete
Disclosure Brochure or a Summary of Material Changes shall be provided to you annually and if a material change
occurs.
At any time, you may view the current Disclosure Brochure online at the SEC’s Investment Adviser Public
Disclosure website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 329603. You
may also request a copy of this Disclosure Brochure at any time by contacting the Advisor at (601) 602-3571.
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
Page 2
Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
Item 3 – Table of Contents
3
–
Table
of
4
–
Advisory
Client
Wrap
Assets
5
–
Fees
and
Fees
for
Other
Fees
of
Fees
and
of
6
Advance
Compensation
–
Payment
for
Performance-Based
Fees
Sales
and
Side-By-Side
7
–
Types
8
– Methods of Analysis,
of
and Risk
Investment Strategies,
Methods
Risk
–
10
–
9
Other
Financial
Industry
Activities
and
Code
Personal
with
Material
Trading
Trading
in
Same
Personal
Personal
at
Same
Securities
Time
as
as
Trading
12
–
Recommendation
and
13
Aggregating
–
Review
of
Frequency
Causes
–
Referrals
and
Other
14
Compensation
Client
Received
by
Jager
Compensation
Inman
for
15
16
–
17
–
Voting
Client
18
–
ADV
2B
–
Brochure
Privacy Policy
1
Item 1 – Cover Page
Contents
Item 2 – Material Changes2Item
Advisory
2Item
Services4A.
Firm
Information4B.
Services
Offered4C.
Account
Management5D.
Fee
Programs6E.
Under
Compensation
Management6Item
6A.
Advisory
Services6B.
Fee
Billing7C.
and
Expenses7D.
Termination
7E.
Securities
Management
8Item
Clients
8Item
of Loss
8Item
8A.
of
Analysis8B.
of
Disciplinary
Loss9Item
Affiliations
Information10Item
11Item 11 – Code of Ethics, Participation or Interest in Client Transactions, and Personal Trading
11A.
of
Ethics11B.
Interest
11C.
Clients
11D.
Client
Brokerage
11Item
Practices11A.
of
Custodian[s]11B.
Allocating
Accounts
Trades13Item
14A.
of
Reviews14B.
for
Reviews14C.
Review
Compensation
Reports14Item
14A.
Wealth
14B.
Client
Referrals15Item
–
Investment
Custody15Item
Securities
Discretion15Item
15Item
Financial
Supplements
Information15Form
15
21
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
Page 3
Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
Item 4 – Advisory Services
A. Firm Information
Inman Jager Wealth Management, LLC (“Inman Jager Wealth” or the “Advisor”) is a registered investment
advisor with the U.S. Securities and Exchange Commission (“SEC”). The Advisor is organized as a Limited
Liability Company (“LLC”) under the laws of the State of Mississippi. Inman Jager Wealth was founded in June
2014 and became a registered investment advisor in March 2024. Inman Jager Wealth is owned and operated
by Christopher D. Inman, CFP® (Managing Principal) and Jason Jager (Partner and Chief Compliance Officer).
This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory
services provided by Inman Jager Wealth.
B. Advisory Services Offered
Inman Jager Wealth offers advisory services to individuals, high net worth individuals, families, trusts, estates,
charitable organizations, retirement plans, and small businesses (each referred to as a “Client”).
The Advisor serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As a fiduciary,
the Advisor upholds a duty of loyalty, fairness, and good faith toward each Client and seeks to mitigate conflicts
of interest. Inman Jager Wealth’ fiduciary commitment is further described in the Advisor’s Code of Ethics. For
more information regarding the Code of Ethics, please see Item 11 – Code of Ethics, Participation or Interest in
Client Transactions and Personal Trading.
Wealth Management Services
Inman Jager Wealth provides customized wealth management solutions for its Clients. This is achieved through
continuous personal Client contact and interaction while providing discretionary and non-discretionary wealth
management and related advisory services. Inman Jager Wealth works closely with each Client to identify their
investment goals and objectives as well as risk tolerance and financial situation in order to design a portfolio
strategy. Inman Jager Wealth will typically construct investment portfolios utilizing individual equities, exchange-
traded funds (“ETFs”), and individual bonds to achieve the Client’s investment goals. The Advisor may also utilize
mutual funds, options, private equity, venture capital, real estate investment trusts (“REITs”), closed-end funds,
and/or other types of investments, as appropriate, to meet the needs of the Client. The Advisor may retain other
types of investments from the Client’s legacy portfolio due to fit with the overall portfolio strategy, tax-related
reasons, or other reasons as identified between the Advisor and the Client.
Inman Jager Wealth will select, recommend and/or retain mutual funds on a fund-by-fund basis. Due to specific
custodial and/or mutual fund company constraints, material tax considerations, and/or systematic investment
plans, Inman Jager Wealth will select, recommend and/or retain mutual fund share classes that do not have
trading costs when possible. These will, in most cases, be institutional share classes but, in some cases, maybe
share classes with higher internal expense ratios than institutional share classes. Inman Jager Wealth will seek
to select the lowest cost share class available that is in the best interest of each Client, weighing the expected
investment pattern, expense ratios, and potential ticket charges, and will ensure the selection aligns with the
Client’s financial objectives and stated investment guidelines.
Inman Jager Wealth’ investment approach is primarily long-term focused, but the Advisor may buy, sell, or re-
allocate positions that have been held for less than one year to meet the objectives of the Client or due to market
conditions. Inman Jager Wealth will construct, implement, and monitor the portfolio to ensure it meets the goals,
objectives, circumstances, and risk tolerance agreed to by the Client. Each Client will have the opportunity to
place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to
acceptance by the Advisor.
Inman Jager Wealth evaluates and selects investments for inclusion in Client portfolios only after applying its
internal due diligence process. Inman Jager Wealth may recommend, on occasion, redistributing investment
allocations to diversify the portfolio. Inman Jager Wealth may recommend specific positions to increase sector or
asset class weightings. The Advisor may recommend employing cash positions as a possible hedge against the
market movement. Inman Jager Wealth may recommend selling positions for reasons that include but are not
limited to harvesting capital gains or losses, business or sector risk exposure to a specific security or class of
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
securities, overvaluation or overweighting of the position[s] in the portfolio, change in risk tolerance of the Client,
generating cash to meet Client needs, or any risk deemed unacceptable for the Client’s risk tolerance.
Financial Planning Services
Inman Jager Wealth will typically provide a variety of financial planning and consulting services to Clients. Service
may be offered as part of an overall wealth management engagement or contracted separately. Services are
offered in several areas of a Client’s financial situation, depending on their goals and objectives. Generally, such
financial planning services involve preparing a formal financial plan or rendering a specific financial consultation
based on the Client’s financial goals and objectives. This planning or consulting may encompass one or more
areas of need, including but not limited to investment planning, retirement planning, personal savings, education
savings, insurance needs, and other areas of a Client’s financial situation.
A financial plan developed for or financial consultation rendered to the Client will usually include general
recommendations for a course of activity or specific actions to be taken by the Client. For example,
recommendations may be made that the Client start or revise their investment programs, commence or alter
retirement savings, and establish education savings and/or charitable giving programs.
If there is a Client need, Inman Jager Wealth will refer the Client to an accountant, attorney, or other specialist[s],
as appropriate for the Client’s unique situation. For certain financial planning engagements, the Advisor will
provide a written summary of the Client’s financial situation, observations, and recommendations. For project-
based or ad-hoc engagements, the Advisor does not provide a formal written summary. Project-based financial
plans or consultations are typically completed within six (6) months of the contract date, assuming all information
and documents requested are provided promptly.
Financial planning and consulting recommendations pose a conflict between the interests of the Advisor and the
interests of the Client. For example, the Advisor has an incentive to recommend that Clients engage the Advisor
for wealth management services or to increase the level of investment assets with the Advisor, as it would increase
the amount of advisory fees paid to the Advisor. Clients are not obligated to implement any recommendations
made by the Advisor or maintain an ongoing relationship with the Advisor. If the Client elects to act on any of the
recommendations made by the Advisor, the Client is under no obligation to implement the transaction through the
Advisor.
Retirement Plan Advisory Services
Inman Jager Wealth provides 3(21) retirement plan advisory services on behalf of the retirement plans (each a
“Plan”) and the company (the “Plan Sponsor”). The Advisor’s retirement plan advisory services are designed to
assist the Plan Sponsor in meeting its fiduciary obligations to the Plan and its Plan Participants. Each engagement
is customized to the needs of the Plan and Plan Sponsor.
Services generally include:
Investment Policy Statement (“IPS”) Design and Monitoring
Investment Oversight
● Vendor Analysis
● Plan Participant Enrollment and Education Tracking
●
●
● Ongoing Investment Recommendation and Assistance
These services are provided by Inman Jager Wealth serving in the capacity as a fiduciary under the Employee
Retirement Income Security Act of 1974, as amended (“ERISA”). In accordance with ERISA Section 408(b)(2),
the Plan Sponsor is provided with a written description of Inman Jager Wealth’s fiduciary status, the specific
services to be rendered and all direct and indirect compensation the Advisor reasonably expects under the
engagement.
C. Client Account Management
Prior to engaging Inman Jager Wealth to provide advisory services, each Client is required to enter into a written
advisory agreement with the Advisor that defines the terms, conditions, authority, and responsibilities of the
Advisor and the Client. These services may include:
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
● Establishing an Investment Strategy – Inman Jager Wealth, in connection with the Client, will develop a
strategy that seeks to achieve the Client’s goals and objectives.
● Asset Allocation – Inman Jager Wealth will develop a strategic asset allocation that is targeted to meet
the investment objectives, time horizon, financial situation, and tolerance for risk for each Client or unique
client goal.
● Portfolio Construction – Inman Jager Wealth will develop a portfolio for the Client that is intended to meet
the stated goals and objectives of the Client.
● Wealth Management and Supervision – Inman Jager Wealth will provide wealth management and ongoing
oversight of the Client’s investment portfolio.
D. Wrap Fee Programs
Inman Jager Wealth does not manage or place Client assets into a wrap fee program. Investment management
services are provided directly by Inman Jager Wealth.
E. Assets Under Management
As of December 31, 2024 the Advisor manages $189,251,761 in Client assets, $178,745,266 of which are
managed on a discretionary basis and $10,506,495 on a non-discretionary basis. Clients may request more
current information at any time by contacting the Advisor.
Item 5 – Fees and Compensation
The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one or
more written advisory agreements with the Advisor.
A. Fees for Advisory Services
Wealth Management Services
Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the
wealth management agreement. Wealth management fees are based on the market value of assets under
management at the end of the prior calendar quarter. Fees generally range up to 1.00% annually based on several
factors, including the scope and complexity of the services to be provided, the level of assets to be managed, and
the overall relationship with the Advisor. Relationships with multiple objectives, specific reporting requirements,
portfolio restrictions, and other complexities may be charged a higher fee.
The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to
the end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. The Advisor typically
offers a tiered, incremental fee schedule (as detailed above) where the rate is reduced as assets under
management increase. The Client’s fees will take into consideration the aggregate assets under management
with the Advisor across all accounts unless otherwise agreed in writing. All securities held in accounts managed
by Inman Jager Wealth will be independently valued by the Custodian. Inman Jager Wealth will conduct periodic
reviews of the Custodian’s valuations to ensure accurate billing.
Clients may make additions to and withdrawals from their account[s] at any time, subject to Inman Jager Wealth’
right to terminate an account. Additions may be in cash or securities provided that Inman Jager Wealth reserves
the right to liquidate any transferred securities or decline to accept particular securities into a Client’s account[s].
Clients may withdraw account assets on notice to Inman Jager Wealth, subject to the usual and customary
securities settlement procedures. However, Inman Jager Wealth designs its portfolios as long-term investments,
and the withdrawal of assets may impair the achievement of a Client’s investment objectives. Inman Jager Wealth
may consult with its Clients about the options and ramifications of transferring securities. However, Clients are
advised that when transferred securities are liquidated, they may be subject to transaction fees, fees assessed at
the mutual fund level (i.e., contingent deferred sales charge), and/or tax ramifications.
Financial Planning Services
Financial planning services may be included as part of an overall wealth management engagement and fee or
contracted separatelyHourly fees range up to $ 300 per hour. . Fees may be negotiable based on the nature
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
and complexity of the services to be provided and the overall relationship with the Advisor. An estimate for total
hours and/or total costs will be provided to the Client prior to engaging for these services.
Retirement Plan Advisory Services
Fees for retirement plan advisory services are charged an annual asset-based fee of up to 0.75% and are billed
in advance or arrears, pursuant to the terms of the retirement plan advisory agreement. Retirement plan fees are
based on the market value of assets under management in the Plan. Fees may be negotiable depending on the
size and complexity of the Plan.
B. Fee Billing
Wealth Management Services
Investment advisory fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s]
at the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be
deducted from the Client’s account[s] in advance of each calendar quarter. The amount due is calculated by
applying the quarterly rate (annual rate divided by 4) to the market value of assets under management as of the
end of the prior calendar quarter. Clients will be provided with a statement, generally monthly, but at least quarterly,
from the Custodian reflecting the deduction of the wealth management fee. Clients provide written authorization
permitting advisory fees to be deducted by Inman Jager Wealth to be paid directly from their account[s] held by
the Custodian as part of the wealth management agreement and separate account forms provided by the
Custodian.
Financial Planning Services
Financial planning fees may be invoiced up to fifty percent (50%) of the expected total fee upon execution of the
financial planning agreement. The balance shall be invoiced upon completion of the agreed-upon deliverable[s].
Retirement Plan Advisory Services
Retirement plan advisory fees may be directly invoiced to the Plan Sponsor or deducted from the assets of the
Plan, depending on the terms of the retirement plan advisory agreement.
C. Other Fees and Expenses
Clients may incur certain fees or charges imposed by third parties, other than Inman Jager Wealth, in connection
with investments made on behalf of the Client’s account[s]. The Client is responsible for all custody and securities
execution fees charged by the Custodian, as applicable. The Advisor's recommended Custodian does not charge
securities transaction fees for ETF and equity trades in a Client's account, provided that the account meets the
terms and conditions of the Custodian's brokerage requirements. However, the Custodian typically charges for
mutual funds and other types of investments. The fees charged by Inman Jager Wealth are separate and distinct
from these custody and execution fees.
In addition, all fees paid to Inman Jager Wealth for wealth management services are separate and distinct from
the expenses charged by mutual funds and ETFs to their shareholders, if applicable. These fees and expenses
are described in each fund’s prospectus. These fees and expenses will generally be used to pay management
fees for the funds, other fund expenses, account administration (e.g., custody, brokerage, and account reporting),
and a possible distribution fee. A Client may be able to invest in these products directly, without the services of
Inman Jager Wealth but would not receive the services provided by Inman Jager Wealth, which are designed,
among other things, to assist the Client in determining which products or services are most appropriate for each
Client’s financial situation and objectives. Accordingly, the Client should review both the fees charged by the
fund[s] and the fees charged by Inman Jager Wealth to fully understand the total fees to be paid. Please refer to
Item 12 – Brokerage Practices for additional information. Additionally, as noted above, the Advisor will select share
classes that do not have trading costs when possible. These will, in most cases, be institutional share classes but,
in some cases, maybe share classes with higher internal expense ratios than institutional share classes. Please
refer to Item 12 – Brokerage Practices for additional information.
D. Advance Payment of Fees and Termination
Wealth Management Services
Inman Jager Wealth is compensated for its wealth management services in advance of the quarter in which
services are rendered. Either party may terminate the wealth management agreement, at any time, by providing
advance written notice to the other party. The Client may also terminate the wealth management agreement within
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
five (5) business days of signing the Advisor’s agreement at no cost to the Client. After the five-day period, the
Client will incur charges for bona fide advisory services rendered to the point of termination, and such fees will be
due and payable by the Client. Upon termination, the Advisor will refund any unearned, prepaid fees from the
effective date of termination through the end of the quarter. The Client’s wealth management agreement with the
Advisor is non-transferable without the Client’s prior consent.
Financial Planning Services
Inman Jager Wealth may be partially compensated for its financial planning services at the start of the
engagement. Either party may terminate the financial planning agreement, at any time, by providing advance
written notice to the other party. The Client may also terminate the financial planning agreement within five (5)
business days of signing the Advisor’s agreement at no cost to the Client. After the five-day period, the Client will
incur charges for bona fide advisory services rendered to the point of termination, and such fees will be due and
payable by the Client. Upon termination, the Client shall be billed for actual hours logged on the planning project
times the contractual hourly rate . Upon termination, the Advisor will refund any unearned, prepaid planning
fees from the effective date of termination to the end of the quarter. The Client’s financial planning agreement with
the Advisor is non-transferable without the Client’s prior consent.
Retirement Plan Advisory Services
Inman Jager Wealth is compensated for its services at the either at the beginning or the end of the billing period.
Either party may request to terminate a retirement plan advisory agreement, at any time, by providing advance
written notice to the other party. The Client shall be responsible for investment advisory fees up to and including
the effective date of termination. If collected in advance, the Advisor will refund any unearned, prepaid investment
advisory fees from the effective date of termination to the end of the billing period. The Client’s retirement plan
services agreement with the Advisor is non-transferable without the Client’s prior consent.
E. Compensation for Sales of Securities
Inman Jager Wealth does not buy or sell securities to earn commissions and does not receive any compensation
for securities transactions in any Client account other than the wealth management fees noted above.
Insurance Agency Affiliations
Certain Advisory Persons are also licensed as independent insurance professionals. As an independent insurance
professional, an Advisory Person will earn commission-based compensation for selling insurance products,
including insurance products they sell to Clients of the Advisor. Insurance commissions earned by Advisory
Persons are separate and in addition to advisory fees. This practice presents a conflict of interest as the Advisory
Person has an incentive to recommend insurance products to Clients for the purpose of generating commissions
rather than solely based on the Client’s needs. Clients are under no obligation, contractually or otherwise, to
purchase insurance products through any Advisory Person affiliated with the Advisor. Please see item 10 below.
Item 6 – Performance-Based Fees and Side-By-Side Management
Inman Jager Wealth does not charge performance-based fees for its wealth management services. The fees
charged by Inman Jager Wealth are as described in Item 5 above and are not based upon the capital appreciation
of the funds or securities held by any Client. Inman Jager Wealth does not manage any proprietary investment
funds or limited partnerships (for example, a mutual fund or a hedge fund) and has no financial incentive to
recommend any particular investment options to its Clients.
Item 7 – Types of Clients
Inman Jager Wealth offers advisory services to individuals, high net-worth individuals, families, trusts, estates,
charitable organizations, and small businesses. Inman Jager Wealth generally requires a minimum relationship
size of $500,000, which may be reduced at its sole discretion.
Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss
A. Methods of Analysis
Inman Jager Wealth employs fundamental and technical analysis methods in developing investment strategies
for its Clients. Research and analysis from Inman Jager Wealth are derived from numerous sources, including
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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financial media companies, third-party research materials, professional data subscriptions, Internet sources, and
reviews of company activities, including annual reports, prospectuses, press releases, and research prepared by
others.
Fundamental analysis utilizes economic and business indicators as investment selection criteria. This criterion
generally consists of ratios and trends that may indicate the overall strength and financial viability of the entity
being analyzed. Assets are deemed suitable if they meet certain criteria to indicate that they are a strong
investment with a value discounted by the market. While this type of analysis helps the Advisor in evaluating a
potential investment, it does not guarantee that the investment will increase in value. Assets meeting the
investment criteria utilized in the fundamental analysis may lose value and may have negative investment
performance. The Advisor monitors these economic indicators to determine if adjustments to strategic allocations
are appropriate. More details on the Advisor’s review process are included below in Item 13 – Review of Accounts.
Technical analysis involves the analysis of past market data rather than specific company data in determining the
recommendations made to clients. Technical analysis may involve the use of charts to identify market patterns
and trends, which may be based on investor sentiment rather than the fundamentals of the company. The primary
risk in using technical analysis is that spotting historical trends may not help to predict such trends in the future.
Even if the trend will eventually reoccur, there is no guarantee that Inman Jager Wealth will be able to predict
such a reoccurrence accurately.
As noted above, Inman Jager Wealth generally employs a long-term investment strategy for its Clients, as
consistent with their financial goals. Inman Jager Wealth will typically hold all or a portion of a security for more
than a year but may hold for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs
of Clients. At times, Inman Jager Wealth may also buy and sell positions that are more short-term in nature,
depending on the goals of the Client and/or the fundamentals of the security, sector, or asset class.
B. Risk of Loss
Investing in securities involves certain investment risks. Securities may fluctuate in value or lose value. Clients
should be prepared to bear the potential risk of loss. Inman Jager Wealth will assist Clients in determining an
appropriate strategy based on their tolerance for risk and other factors noted above. However, there is no
guarantee that a Client will meet their investment goals.
While the methods of analysis help the Advisor in evaluating a potential investment, it does not guarantee that the
investment will increase in value. Assets meeting the investment criteria utilized in these methods of analysis may
lose value and may have negative investment performance. The Advisor monitors these economic indicators to
determine if adjustments to strategic allocations are appropriate. More details on the Advisor’s review process are
included below in Item 13 – Review of Accounts.
Each Client engagement will entail a review of the Client's investment goals, financial situation, time horizon,
tolerance for risk, and other factors to develop an appropriate strategy for managing a Client's account. Client
participation in this process, including full and accurate disclosure of requested information, is essential for the
analysis of a Client's account[s]. The Advisor shall rely on the financial and other information provided by the
Client or their designees without the duty or obligation to validate the accuracy and completeness of the provided
information. It is the responsibility of the Client to inform the Advisor of any changes in financial condition, goals,
or other factors that may affect this analysis.
The risks associated with a particular strategy are provided to each Client in advance of investing Client accounts.
The Advisor will work with each Client to determine their tolerance for risk as part of the portfolio construction
process. Following are some of the risks associated with the Advisor’s investment approach:
Market Risks
The value of a Client’s holdings may fluctuate in response to events specific to companies or markets, as well as
economic, political, or social events in the U.S. and abroad. This risk is linked to the performance of the overall
financial markets.
ETF Risks
The performance of ETFs is subject to market risk, including the possible loss of principal. The price of the ETFs
will fluctuate with the price of the underlying securities that make up the funds. In addition, ETFs have a trading
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
risk based on the loss of cost efficiency if the ETFs are traded actively and a liquidity risk if the ETFs have a large
bid-ask spread and low trading volume. The price of an ETF fluctuates based upon the market movements and
may dissociate from the index being tracked by the ETF or the price of the underlying investments. An ETF
purchased or sold at one point in the day may have a different price than the same ETF purchased or sold a short
time later.
Bond ETF Risks
Bond ETFs are subject to specific risks, including the following: (1) interest rate risks, i.e., the risk that bond prices
will fall if interest rates rise, and vice versa; the risk depends on two things, the bond’s time to maturity, and the
coupon rate of the bond. (2) reinvestment risk, i.e., the risk that any profit gained must be reinvested at a lower
rate than was previously being earned, (3) inflation risk, i.e., the risk that the cost of living and inflation increase
at a rate that exceeds the income investment thereby decreasing the investor’s rate of return, (4) credit default
risk, i.e., the risk associated with purchasing a debt instrument which includes the possibility of the company
defaulting on its repayment obligation, (5) rating downgrades, i.e., the risk associated with a rating agency’s
downgrade of the company’s rating which impacts the investor’s confidence in the company’s ability to repay its
debt and (6) Liquidity Risks, i.e., the risk that a bond may not be sold as quickly as there is no readily available
market for the bond.
Mutual Fund Risks
The performance of mutual funds is subject to market risk, including the possible loss of principal. The price of the
mutual funds will fluctuate with the value of the underlying securities that make up the funds. The price of a mutual
fund is typically set daily; therefore, a mutual fund purchased at one point in the day will typically have the same
price as a mutual fund purchased later that same day.
Closed-End Fund Risks
Closed-end funds typically use a high degree of leverage. They may be diversified or non-diversified. Risks
associated with closed-end fund investments include liquidity risk, credit risk, volatility, and the risk of magnified
losses resulting from the use of leverage. Additionally, closed-end funds may trade below their net asset value.
Alternative Investments (Limited Partnerships)
The performance of alternative investments (limited partnerships) can be volatile and may have limited liquidity.
An investor could lose all or a portion of their investment. Such investments often have concentrated positions
and investments that may carry higher risks. Clients should only have a portion of their assets in these
investments.
Options Contracts
Investments in options contracts have the risk of losing value in a relatively short period of time. Options contracts
are leveraged instruments that allow the holder of a single contract to control many shares of an underlying stock.
This leverage can compound gains or losses.
Margin Borrowings
The use of short-term margin borrowings may result in certain additional risks to a Client. For example, if securities
pledged to brokers to secure a Client's margin accounts decline in value, the Client could be subject to a "margin
call," pursuant to which it must either deposit additional funds with the broker or be the subject of mandatory
liquidation of the pledged securities to compensate for the decline in value.
Past performance is not a guarantee of future returns. Investing in securities and other investments
involves a risk of loss that each Client should understand and be willing to bear. Clients are reminded to
discuss these risks with the Advisor.
Item 9 – Disciplinary Information
There are no legal, regulatory, or disciplinary events involving Inman Jager Wealth or its management
persons. Inman Jager Wealth values the trust Clients place in the Advisor. The Advisor encourages Clients to
perform the requisite due diligence on any advisor or service provider that the Client engages. The backgrounds
of the Advisor and its Advisory Persons are available on the Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 329603.
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
Item 10 – Other Financial Industry Activities and Affiliations
Insurance Agency Affiliations
As noted in Item 5, certain Advisory Persons are also licensed insurance professionals. Implementations of
insurance recommendations are separate and apart from one’s role with Inman Jager Wealth. As an insurance
professional, an Advisory Person will receive customary commissions and other related revenues from the various
insurance companies whose products are sold. Advisory Persons are not required to offer the products of any
particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees.
This causes a conflict of interest in recommending certain products of insurance companies. Clients are under no
obligation to implement any recommendations made by an Advisory Person or the Advisor.
Item 11 – Code of Ethics, Participation or Interest in Client Transactions, and Personal Trading
A. Code of Ethics
Inman Jager Wealth has implemented a Code of Ethics (the “Code”) that defines the Advisor’s fiduciary
commitment to each Client. This Code applies to all persons associated with Inman Jager Wealth (“Supervised
Persons”). The Code was developed to provide general ethical guidelines and specific instructions regarding the
Advisor’s duties to the Client. Inman Jager Wealth and its Supervised Persons owe a duty of loyalty, fairness, and
good faith toward each Client. It is the obligation of Inman Jager Wealth’ Supervised Persons to adhere not only
to the specific provisions of the Code but also to the general principles that guide the Code. The Code covers a
range of topics that address employee ethics and conflicts of interest. To request a copy of the Code, please
contact the Advisor at (601) 602-3571.
B. Personal Trading with Material Interest
Inman Jager Wealth allows Supervised Persons to purchase or sell the same securities that may be recommended
to and purchased on behalf of Clients. Inman Jager Wealth does not act as a principal in any transactions. In
addition, the Advisor does not act as the general partner of a fund or advise an investment company. Inman Jager
Wealth does not have a material interest in any securities traded in Client accounts.
C. Personal Trading in Same Securities as Clients
Inman Jager Wealth allows Supervised Persons to purchase or sell the same securities that may be recommended
to and purchased on behalf of Clients. Owning the same securities that are recommended (purchase or sell) to
Clients presents a conflict of interest that, as fiduciaries, must be disclosed to Clients and mitigated through
policies and procedures. As noted above, the Advisor has adopted the Code to address insider trading (material
non-public information controls), gifts and entertainment, outside business activities, and personal securities
reporting. When trading for personal accounts, Supervised Persons have a conflict of interest if trading in the
same securities. The fiduciary duty to act in the best interest of its Clients can be violated if personal trades are
made with more advantageous terms than Client trades or by trading based on material non-public information.
This risk is mitigated by Inman Jager Wealth requiring reporting of personal securities trades by its Supervised
Persons for review by the Chief Compliance Officer (“CCO”). The Advisor has also adopted written policies and
procedures to detect the misuse of material, non-public information.
D. Personal Trading at Same Time as Client
While Inman Jager Wealth allows Supervised Persons to purchase or sell the same securities that may be
recommended to and purchased on behalf of Clients, such trades are typically aggregated with Client orders or
traded afterward. At no time will Inman Jager Wealth, or any Supervised Person of Inman Jager Wealth,
transact in any security to the detriment of any Client.
Item 12 – Brokerage Practices
A. Recommendation of Custodian[s]
Inman Jager Wealth does not have discretionary authority to select the broker-dealer/custodian for custody and
execution services. The Client will engage the broker-dealer/custodian (herein the "Custodian") to safeguard
Client assets and authorize Inman Jager Wealth to direct trades to the Custodian as agreed upon in the wealth
management agreement. Further, Inman Jager Wealth does not have the discretionary authority to negotiate
commissions on behalf of Clients on a trade-by-trade basis.
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
Where Inman Jager Wealth does not exercise discretion over the selection of the Custodian, it may recommend
the Custodian[s] to Clients for custody and execution services. Clients are not obligated to use the recommended
Custodian and will not incur any extra fee or cost from the Advisor associated with using a custodian not
recommended by Inman Jager Wealth. However, if the recommended Custodian is not engaged, the Advisor may
be limited in the services. Inman Jager Wealth may recommend the Custodian based on criteria such as, but not
limited to, the reasonableness of commissions charged to the Client, services made available to the Client, and
its reputation and/or the location of the Custodian’s offices. Inman Jager Wealth will generally recommend that
Clients establish their account[s] at Raymond James & Associates, Inc. (“Raymond James”). Raymond James is
a FINRA-registered broker-dealer and New York Stock Exchange/SIPC member. Raymond James will serve as
the Client’s “qualified custodian.” Inman Jager Wealth maintains institutional relationships with Raymond James,
whereby the Advisor receives economic benefits from the Custodian. Please see Item 14 below. Following are
additional details regarding the brokerage practices of the Advisor:
Inman Jager Wealth has established an institutional relationship with Raymond James to assist the Advisor in
managing Client account[s]. Access to the Raymond James platform is provided at no charge to the Advisor. The
Raymond James platform includes brokerage, custody, administrative support, record keeping, technology, and
related services designed to support registered investment advisors like Inman Jager Wealth in serving Clients.
These services are intended to serve the best interests of the Advisor’s Clients.
Raymond James may charge securities transaction fees for effecting certain securities transactions. Raymond
James enables the Advisor to obtain certain no-load mutual funds without securities transaction fees and other
no-load funds at nominal transaction charges. Raymond James’s transaction fee rates are generally considered
discounted from customary retail brokerage rates. However, the transaction fees charged by Raymond James
may be higher or lower than those charged by other custodians and broker-dealers. Please see Item 14 below for
additional information.
Following are additional details regarding the brokerage practices of the Advisor:
1. Soft Dollars – Soft dollars are revenue programs offered by broker-dealers/custodians whereby an
advisor enters into an agreement to place security trades with a broker-dealer/custodian in exchange for
research and other services. Inman Jager Wealth does not participate in soft dollar programs
sponsored or offered by any broker-dealer/custodian. However, the Advisor receives certain
economic benefits from the Custodian. Please see Item 14 below.
2. Brokerage Referrals – Inman Jager Wealth does not receive any compensation from any third party in
connection with the recommendation for establishing an account.
3. Directed Brokerage – All Clients are serviced on a “directed brokerage basis,” where Inman Jager
Wealth will place trades within the established account[s] at the Custodian designated by the Client.
Further, all Client accounts are traded within their respective account[s]. The Advisor will not engage in
any principal transactions (i.e., trade of any security from or to the Advisor’s own account) or cross
transactions with other Client accounts (i.e., purchase of a security into one Client account from another
Client’s account[s]). Inman Jager Wealth will not be obligated to select competitive bids on securities
transactions and does not have an obligation to seek the lowest available transaction costs. These costs
are determined by the Custodian.
A Client may pay a commission that is higher than another qualified custodian might charge to effect the same
transaction. The Advisor has determined in good faith that the commissions charged by Raymond James are
reasonable in relation to the value of the brokerage and research services received. In seeking best execution,
the determinative factor is not necessarily the lowest possible cost but whether the transaction represents the best
qualitative execution, taking into consideration the full range of the Custodian’s services, including the value of
research provided, execution capability, commission rates, and responsiveness. Accordingly, although the
Advisor will seek competitive rates to the benefit of all Clients, it may not necessarily obtain the lowest possible
commission rates for specific Client account transactions. Although the investment research products and services
that may be obtained by the Advisor will generally be used to service all of the Advisor’s Clients, they may not
equally benefit all Clients. Please also see Item 14.
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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B. Aggregating and Allocating Trades
The primary objective in placing orders for the purchase and sale of securities for Client accounts is to obtain the
most favorable net results taking into account such factors as 1) price, 2) size of the order, 3) difficulty of execution,
4) confidentiality and 5) skill required of the Custodian. Inman Jager Wealth will execute its transactions through
the Custodian as authorized by the Client. Inman Jager Wealth may aggregate orders in a block trade or trades
when securities are purchased or sold through the Custodian for multiple (discretionary) accounts on the same
trading day. If a block trade cannot be executed in full at the same price or time, the securities actually purchased
or sold by the close of each business day must be allocated in a manner that is consistent with the initial pre-
allocation or other written statement. This must be done in a way that does not consistently advantage or
disadvantage any particular Clients’ accounts.
Item 13 – Review of Accounts
A. Frequency of Reviews
Securities in Client accounts are monitored on a regular and continuous basis by Advisory Persons of Inman Jager
Wealth and periodically by the CCO. Formal reviews are generally conducted at least annually or more frequently
depending on the needs of the Client.
B. Causes for Reviews
In addition to the investment monitoring noted in Item 13.A., each Client account shall be reviewed at least
annually. Reviews may be conducted more frequently at the Client’s request. Accounts may be reviewed as a
result of major changes in economic conditions, known changes in the Client’s financial situation, and/or large
deposits or withdrawals in the Client’s account[s]. The Client is encouraged to notify Inman Jager Wealth if
changes occur in the Client’s personal financial situation that might adversely affect the Client’s investment plan.
Additional reviews may be triggered by material market, economic, or political events.
C. Review Reports
The Client will receive brokerage statements generally monthly from the Custodian. These brokerage statements
are sent directly from the Custodian to the Client. The Client may also establish electronic access to the
Custodian’s website so that the Client may view these reports and their account activity. Client brokerage
statements will include all positions, transactions, and fees relating to the Client’s account[s]. The Advisor may
also provide Clients with periodic reports regarding their holdings, allocations, and performance.
Item 14 – Client Referrals and Other Compensation
A. Compensation Received by Inman Jager Wealth
Inman Jager Wealth is a fee-based advisory firm that is compensated solely by its Clients and not from any
investment product. Inman Jager Wealth does not receive commissions or other compensation from product
sponsors, broker-dealers, or any unrelated third party. Inman Jager Wealth may refer Clients to various
unaffiliated, non-advisory professionals (e.g., attorneys, accountants, estate planners) to provide certain financial
services necessary to meet the goals of its Clients. Likewise, Inman Jager Wealth may receive non-compensated
referrals of new Clients from various third parties.
Participation in the Institutional Advisor Platform
As noted in item 12, Inman Jager Wealth has established an institutional relationship with Raymond James to
assist the Advisor in managing Client account[s]. As part of the arrangement, Raymond James also makes
available to the Advisor, at no additional charge to the Advisor, certain research and brokerage services, including
research services obtained by Raymond James directly from independent research companies. The Advisor may
also receive additional services and support from Raymond James. As a result of receiving such services for no
additional cost, the Advisor may have an incentive to continue to use or expand the use of Raymond James's
services. The Advisor examined this potential conflict of interest when it chose to enter into the relationship with
Raymond James and has determined that the relationship is in the best interests of the Advisor’s Clients and
satisfies its Client obligations, including its duty to seek best execution. Please see Item 12 above. The Advisor
receives access to software and related support without cost because the Advisor renders wealth management
services to Clients that maintain assets at Raymond James The software and related systems support may benefit
the Advisor but not its Clients directly. In fulfilling its duties to its Clients, the Advisor endeavors at all times to put
the interests of its Clients first. Clients should be aware, however, that the receipt of economic benefits from a
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
Custodian creates a conflict of interest since these benefits may influence the Advisor's recommendation of this
Custodian over one that does not furnish similar software, systems support, or services. In addition, Raymond
James has provided the Advisor with financial support in the launch of the Advisor and reimbursements for various
third-party service providers.
B. Compensation for Client Referrals
Inman Jager Wealth does not compensate, either directly or indirectly, any persons who are not supervised
persons for Client referrals.
Item 15 – Custody
Inman Jager Wealth does not accept or maintain custody of Client accounts, except for the limited circumstances
outlined below:
Deduction of Advisory Fees - To ensure compliance with regulatory requirements associated with the deduction
of advisory fees, all Clients for whom Inman Jager Wealth exercises discretionary authority must hold their assets
with a "qualified custodian." Clients are responsible for engaging a “qualified custodian” to safeguard their funds
and securities and must instruct Inman Jager Wealth to utilize that Custodian for securities transactions on their
behalf. Clients are encouraged to review statements provided by the Custodian and compare to any reports
provided by Inman Jager Wealth to ensure accuracy, as the Custodian does not perform this review.
Money Movement Authorization - For instances where Clients authorize Inman Jager Wealth to move funds
between their accounts, Inman Jager Wealth and the Custodian have implemented safeguards to ensure that all
money movement activities are conducted strictly in accordance with the Client’s documented instructions.
Item 16 – Investment Discretion
Inman Jager Wealth generally has discretion over the selection and amount of securities to be bought or sold in
Client accounts without obtaining prior consent or approval from the Client. However, these purchases or sales
may be subject to specified investment objectives, guidelines, or limitations previously set forth by the Client and
agreed to by Inman Jager Wealth. The discretionary authority will only be authorized upon full disclosure to the
Client. The granting of such authority will be evidenced by the Client's execution of a wealth management
agreement containing all applicable limitations to such authority. All discretionary trades made by Inman Jager
Wealth will be in accordance with each Client's investment objectives and goals.
Item 17 – Voting Client Securities
Inman Jager Wealth does not accept proxy-voting responsibility for any Client. Clients will receive proxy
statements directly from the Custodian. The Advisor will assist in answering questions relating to proxies; however,
the Client retains the sole responsibility for proxy decisions and voting.
Item 18 – Financial Information
Neither Inman Jager Wealth nor its management has any adverse financial situations that would reasonably impair
the ability of Inman Jager Wealth to meet all obligations to its Clients. Neither Inman Jager Wealth nor any of its
Advisory Persons have been subject to a bankruptcy or financial compromise. Inman Jager Wealth is not required
to deliver a balance sheet along with this Disclosure Brochure as the Advisor does not collect advance fees of
$1,200 or more for services to be performed six months or more in the future.
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
Form ADV Part 2B – Brochure Supplement
for
Christopher D. Inman, CFP®
Managing Principal
Effective: May 28, 2025
This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of
Christopher D. Inman (CRD# 4285245) in addition to the information contained in the Inman Jager Wealth
Management Management, LLC (“Inman Jager Wealth ” or the “Advisor”, CRD# 329603) Disclosure Brochure. If
you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the
Inman Jager Wealth Disclosure Brochure or this Brochure Supplement, please contact us at (601) 602-3571.
Additional information about Mr. Inman is available on the SEC’s Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 4285245.
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
Item 2 – Educational Background and Business Experience
Christopher D. Inman, CFP®, born in 1973, is dedicated to advising Clients of Inman Jager Wealth as its Managing
Principal. Mr. Inman earned a Bachelor of Science from University of Southern Mississippi in 1996. Additional
information regarding Mr. Inman’s employment history is included below.
Employment History:
Managing Principal, Inman Jager Wealth Management, LLC
Financial Advisor, Wells Fargo Advisors Financial Network
Financial Advisor, Morgan Stanley
03/2024 to Present
06/2014 to 03/2024
06/2009 to 06/2014
CERTIFIED FINANCIAL PLANNER™ (“CFP®”)
The CERTIFIED FINANCIAL PLANNER™, CFP®, and federally registered CFP® (with flame design) marks
(collectively, the “CFP® marks”) are professional certification marks granted in the United States by CERTIFIED
FINANCIAL PLANNER™ Board of Standards, Inc. (“CFP® Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners
to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high
standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical
requirements that govern professional engagements with clients. Currently, more than 87,000 individuals have
obtained CFP® certification in the United States.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
● Education – Complete an advanced college-level course of study addressing the financial planning
subject areas that CFP Board’s studies have determined as necessary for the competent and
professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally
accredited United States college or university (or its equivalent from a foreign university). CFP Board’s
financial planning subject areas include insurance planning and risk management, employee benefits
planning, investment planning, income tax planning, retirement planning, and estate planning;
● Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case
studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues
and apply one’s knowledge of financial planning to real-world circumstances;
● Experience – Complete at least three years of full-time financial planning-related experience (or the
equivalent, measured as 2,000 hours per year); and
● Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents
outlining the ethical and practice standards for CFP® professionals.
Individuals who become certified must complete the following ongoing education and ethics requirements in order
to maintain the right to continue to use the CFP® marks:
● Continuing Education – Complete 30 hours of continuing education hours every two years, including two
hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain
competence and keep up with developments in the financial planning field; and
● Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards
prominently require that CFP® professionals provide financial planning services at a fiduciary standard of
care. This means CFP® professionals must provide financial planning services in the best interests of
their clients.
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s
enforcement process, which could result in suspension or permanent revocation of their CFP®.
Item 3 – Disciplinary Information
There are no legal, civil or disciplinary events to disclose regarding Mr. Inman. Mr. Inman has never been
involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration
claims or administrative proceedings against Mr. Inman.
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been
found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes;
fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery,
counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no
legal, civil or disciplinary events to disclose regarding Mr. Inman.
However, we do encourage you to independently view the background of Mr. Inman on the Investment Adviser
Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD#
4285245.
Item 4 – Other Business Activities
Insurance Agency Affiliations
Mr. Inman is also a licensed insurance professional. Implementations of insurance recommendations are separate
and apart from Mr. Inman’s role with Inman Jager Wealth. As an insurance professional, Mr. Inman will receive
customary commissions and other related revenues from the various insurance companies whose products are
sold. Mr. Inman is not required to offer the products of any particular insurance company. Commissions generated
by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending
certain products of the insurance companies. Clients are under no obligation to implement any recommendations
made by Mr. Inman or the Advisor. Mr. Inman spends less than 10% of his time per month in this capacity.
Item 5 – Additional Compensation
Mr. Inman has additional business activities where compensation is received that are detailed in Item 4 above.
Item 6 – Supervision
Mr. Inman serves as the Managing Principal of Inman Jager Wealth and is supervised by Jason Jager, the Chief
Compliance Officer. Mr. Jager can be reached at (601) 602-3571.
Inman Jager Wealth has implemented a Code of Ethics, an internal compliance document that guides each
Supervised Person in meeting their fiduciary obligations to Clients of Inman Jager Wealth. Further, Inman Jager
Wealth is subject to regulatory oversight by various agencies. These agencies require registration by Inman Jager
Wealth and its Supervised Persons. As a registered entity, Inman Jager Wealth is subject to examinations by
regulators, which may be announced or unannounced. Inman Jager Wealth is required to periodically update the
information provided to these agencies and to provide various reports regarding the business activities and assets
of the Advisor.
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
Form ADV Part 2B – Brochure Supplement
for
Jason M. Jager, CFP®, EA®
Partner and Chief Compliance Officer
Effective: May 28, 2025
This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of
Jason M. Jager, CFP®, EA® (CRD# 6403937) in addition to the information contained in the Inman JagerWealth
Management, LLC (“Inman Jager Wealth Management” or the “Advisor”, CRD# 329603) Disclosure Brochure. If
you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the
Inman Jager Wealth Management Disclosure Brochure or this Brochure Supplement, please contact us at (601)
602-3571.
Additional information about Mr. Jager is available on the SEC’s Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 6403937.
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Item 2 – Educational Background and Business Experience
Jason M. Jager, CFP®, EA®, born in 1987, is dedicated to advising Clients of Inman Jager Wealth Management
as a Partner and Chief Compliance Officer. Mr. Jager earned an Associate Degree from Copiah-Lincoln Junior
College in 2007. Additional information regarding Mr. Jager’s employment history is included below.
Employment History:
Partner and Chief Compliance Officer, Inman Jager Wealth Management, LLC
Financial Advisor, Jager Wealth Management LLC
Associate Advisor, PriorityOne Financial Services
Student, Full Time Student
Associate Advisor, Hancock Investment Services
Mortgage Originator, Trustmark Bank
03/2024 to Present
11/2018 to 04/2024
08/2016 to 11/2018
08/2015 to 08/2016
09/2014 to 08/2015
05/2012 to 09/2014
CERTIFIED FINANCIAL PLANNER™ (“CFP®”)
The CERTIFIED FINANCIAL PLANNER™, CFP®, and federally registered CFP® (with flame design) marks
(collectively, the “CFP® marks”) are professional certification marks granted in the United States by CERTIFIED
FINANCIAL PLANNER™ Board of Standards, Inc. (“CFP® Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners
to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high
standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical
requirements that govern professional engagements with clients. Currently, more than 87,000 individuals have
obtained CFP® certification in the United States.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
● Education – Complete an advanced college-level course of study addressing the financial planning
subject areas that CFP Board’s studies have determined as necessary for the competent and
professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally
accredited United States college or university (or its equivalent from a foreign university). CFP Board’s
financial planning subject areas include insurance planning and risk management, employee benefits
planning, investment planning, income tax planning, retirement planning, and estate planning;
● Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case
studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues
and apply one’s knowledge of financial planning to real-world circumstances;
● Experience – Complete at least three years of full-time financial planning-related experience (or the
equivalent, measured as 2,000 hours per year); and
● Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents
outlining the ethical and practice standards for CFP® professionals.
Individuals who become certified must complete the following ongoing education and ethics requirements in order
to maintain the right to continue to use the CFP® marks:
● Continuing Education – Complete 30 hours of continuing education hours every two years, including two
hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain
competence and keep up with developments in the financial planning field; and
● Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards
prominently require that CFP® professionals provide financial planning services at a fiduciary standard of
care. This means CFP® professionals must provide financial planning services in the best interests of
their clients.
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s
enforcement process, which could result in suspension or permanent revocation of their CFP®.
Enrolled Agent™ (“EA®”)
An Enrolled Agent™ (EA®) is a federally-authorized tax practitioner who has technical expertise in the field of
taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
administrative levels—examination, collection, and appeals—of the Internal Revenue Service. In addition to
taxpayer representation, Enrolled Agents™ often provide tax consultation services and prepare a wide range of
federal and state tax returns.
Item 3 – Disciplinary Information
There are no legal, civil or disciplinary events to disclose regarding Mr. Jager. Mr. Jager has never been
involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration
claims or administrative proceedings against Mr. Jager.
Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been
found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes;
fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery,
counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no
legal, civil or disciplinary events to disclose regarding Mr. Jager.
However, we do encourage you to independently view the background of Mr. Jager on the Investment Adviser
Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD#
6403937.
Item 4 – Other Business Activities
Mr. Jager is dedicated to the investment advisory activities of Inman Jager Wealth Management’s Clients. Mr.
Jager does not have any other business activities.
Item 5 – Additional Compensation
Mr. Jager is dedicated to the investment advisory activities of Inman Jager Wealth Management’s Clients. Mr.
Jager does not receive any additional forms of compensation.
Item 6 – Supervision
Mr. Jager serves as a Partner and Chief Compliance Officer of Inman Jager Wealth Management and is
supervised by Christopher Inman, Managing Principal. Mr. Inman can be reached at (601) 602-3571.
Inman Jager Wealth Management has implemented a Code of Ethics, an internal compliance document that
guides each Supervised Person in meeting their fiduciary obligations to Clients of Inman Jager Wealth
Management. Further, Inman Jager Wealth Management is subject to regulatory oversight by various agencies.
These agencies require registration by Inman Jager Wealth Management and its Supervised Persons. As a
registered entity, Inman Jager Wealth Management is subject to examinations by regulators, which may be
announced or unannounced. Inman Jager Wealth Management is required to periodically update the information
provided to these agencies and to provide various reports regarding the business activities and assets of the
Advisor.
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
Privacy Policy
Effective: May 28, 2025
Our Commitment to You
Inman Jager Wealth Management, LLC (“Inman Jager Wealth” or the “Advisor”) is committed to safeguarding the
use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment
Advisor, as described here in our Privacy Policy (“Policy”).
Our relationship with you is our most important asset. We understand that you have entrusted us with your private
information, and we do everything that we can to maintain that trust. Inman Jager Wealth (also referred to as "we,"
"our," and "us”) protects the security and confidentiality of the personal information we have and implements
controls to ensure that such information is used for proper business purposes in connection with the management
or servicing of our relationship with you.
Inman Jager Wealth does not sell your non-public personal information to anyone. Nor do we provide such
information to others except for discrete and reasonable business purposes in connection with the servicing and
management of our relationship with you, as discussed below.
Details of our approach to privacy and how your personal non-public information is collected and used are set
forth in this Policy.
Why you need to know?
Registered Investment Advisors (“RIAs”) must share some of your personal information in the course of servicing
your account. Federal and State laws give you the right to limit some of this sharing and require RIAs to disclose
how we collect, share, and protect your personal information.
What information do we collect from you?
Driver’s license number
Date of birth
Social security or taxpayer identification number Assets and liabilities
Name, address, and phone number[s]
Income and expenses
E-mail address[es]
Investment activity
Account information (including other institutions)
Investment experience and goals
What Information do we collect from other sources?
Custody, brokerage, and advisory agreements
questionnaires
and
suitability
Other advisory agreements and legal documents
Transactional information with us or others
Account applications and forms
Investment
documents
Other information needed to service the account
How do we protect your information?
To safeguard your personal information from unauthorized access and use, we maintain physical, procedural, and
electronic security measures. These include such safeguards as secure passwords, encrypted file storage, and a
secure office environment. Our technology vendors provide security and access control over personal information
and have policies over the transmission of data. Our associates are trained on their responsibilities to protect
Clients’ personal information.
We require third parties that assist in providing our services to you to protect the personal information they receive
from us.
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com
How do we share your information?
An RIA shares Clients’ personal information to effectively implement its services. In the section below, we list
some reasons we may share your personal information.
Basis For Sharing
Do we share?
Can you limit?
Yes
No
Servicing our Clients
We may share non-public personal information with non-affiliated third
parties (such as administrators, brokers, custodians, regulators, credit
agencies, and other financial institutions) as necessary for us to provide
agreed-upon services to you, consistent with applicable law, including but
not limited to: processing transactions; general account maintenance;
responding to regulators or legal investigations; and credit reporting.
No
Not Shared
Marketing Purposes
Inman Jager Wealth does not disclose and does not intend to disclose
personal information with non-affiliated third parties to offer you services.
Certain laws may give us the right to share your personal information with
financial institutions where you are a customer and where Inman Jager
Wealth or the client has a formal agreement with the financial institution.
We will only share information for purposes of servicing your
accounts, not for marketing purposes.
Yes
Yes
Authorized Users
Your non-public personal information may be disclosed to you and persons
that we believe to be your authorized agent(s) or representative(s).
No
Not Shared
Information About Former Clients
Inman Jager Wealth does not disclose, and does not intend to disclose,
non-public personal information to non-affiliated third parties with respect
to persons who are no longer our Clients.
State-specific Regulations
California
In response to a California law, to be conservative, we assume that accounts with California
addresses do not want us to disclose personal information about you to non-affiliated third
parties, except as permitted by California law. We also limit the sharing of personal information
about you with our affiliates to ensure compliance with California privacy laws.
Changes to our Privacy Policy
We will send you a copy of this Policy annually for as long as you maintain an ongoing relationship with us.
Periodically we may revise this Policy and will provide you with a revised Policy if the changes materially alter the
previous Privacy Policy. We will not, however, revise our Privacy Policy to permit the sharing of non-public
personal information other than as described in this notice unless we first notify you and provide you with an
opportunity to prevent the information sharing.
Any Questions?
You may ask questions or voice any concerns, as well as obtain a copy of our current Privacy Policy by contacting
us at (601) 602-3571.
Inman Jager Wealth Management. LLC
140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
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Phone: (601) 602-3571 | Website: https://inmanjagerwm.com