Jason JagerCRD 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 8 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.
Cetera Investment Advisers LLC
Icom Advisors, LLC
Simplified Wealth Management
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2015|
Total Assets Under Management12MILLIONS
Total Number of Accounts59ACCOUNTS
Average Account Value$205,248
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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