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INMAN JAGER WEALTH MANAGEMENT, LLC

HATTIESBURG, MS · CRD 329603 · IAPD ↗ · inmanjagerwm.com · (601) 602-3571

$225.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2026 — INMAN JAGER WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
February 2025 — INMAN JAGER WEALTH MANAGEMENT is now doing business as INMAN JAGER WEALTH MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
February 2025 — INMAN JAGER WEALTH MANAGEMENT, LLC now reports custody of client assets ($217,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
August 2024 — INMAN JAGER WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
June 2024 — INMAN JAGER WEALTH MANAGEMENT notice-filed in AL, FL, IL, LA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2024 — INMAN JAGER WEALTH MANAGEMENT (HATTIESBURG, MS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.