Jason Jager, financial advisor Hattiesburg MS

Jason Jager

CRD Number: 6403937
Current Firm: Jager Wealth Management

Jason Jager (CRD# 6403937) is an Investment Advisor Representative working at Jager Wealth Management in Hattiesburg, MS and has over 6 years of experience in the finance industry. Jason Jager has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services, Inc. Magee, MS Aug 2016 - Dec 2018 2
Priorityone Financial Services Magee, MS Aug 2016 - Dec 2018 2
Priorityone Bank Magee, MI Aug 2016 - Dec 2018 2
Raymond James Financial Services Advisors Inc. Magee, MS Aug 2016 - Dec 2018 2
Jager Farms, LLC Magee, MS Jan 2017 - Dec 2017 < 1
Full Time Student New Orleans, LA Aug 2015 - Aug 2016 1
Hancock Investment Services, Inc. Hattiesburg, MS Sep 2014 - Aug 2015 < 1
Hancock Bank Hattiesburg, MS Sep 2014 - Aug 2015 < 1
Trustmark Bank Jackson, MS May 2012 - Sep 2014 2
Mississippi College Clinton, MS Jan 2011 - May 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2015
Contact Info for Jason M. Jager
Phone Number: 601-913-5207
Firm Website: https://jagerwealth.com
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $218,402
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MS

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