About Jager Wealth Management
Fee-only: We are a fee-only financial planning and investment management firm. This means that our clients have the peace of mind in knowing that our recommendations are not driven by sales commissions or kickbacks. We believe that being fee-only reduces conflicts of interest and keeps us focused on what we do best, serving our clients.
Fiduciary: We have an obligation to act in the best interest of our clients. While this sounds like common sense, you may be surprised to find that most financial advisors are only obligated to do what is “suitable” for their clients. We want our clients to know that their advisor is always acting in their best interest, which is why we hold ourselves to a higher standard.
Evidence Based: Our processes and philosophies are developed around academic research. We rely on decades of research rather than the noise of the financial media or the forecasts of market gurus. Whether we’re building an investment portfolio or determining the proper retirement distribution strategy, you can be sure that our recommendations are built on a solid foundation of knowledge and expertise.
Fair & Transparent: We price our services fairly and communicate that upfront with our clients. We also place a cap on our maximum annual fee so that our cost never exceeds our value.
My name is Jason Jager. I am a CFP® professional in Hattiesburg, MS and the founder of Jager Wealth Management. I serve my clients by providing fee-only, fiduciary advice in the areas of financial planning and investment management.
My goal is to help you take control of your finances, make smart decisions, and ultimately achieve your idea of financial success. Whether that’s an amount or a certain lifestyle, I’m here to help you navigate through the noise and focus on what matters.
When I’m not helping clients, I’m spending time with my wife Natalie and our son Samuel. We enjoy hunting, fishing, and spending time outdoors enjoying the weather (that is, until the south Mississippi heat forces us inside).
If you’d like to know more about me and how we can work together, schedule a free initial consultation through our Contact page. I also encourage you to check out our Services page to find out more about how we can serve you.
What makes a CFP® professional different? Rigorous training in all kinds of financial topic areas: from taxation to insurance to investments to retirement. Have confidence in knowing that your financial advisor is committed to placing your interests first.
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Working with a Registered Investment Advisor who meets NAPFA’s strict education, compensation and ethics standards is the best way to receive true fiduciary care.