Jason Jager

CFP®

Jager Wealth Management

Financial Advisor, Founder

Jason Jager

CFP®

Jager Wealth Management

Financial Advisor, Founder

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jason Jager, CFP®

Fee-Only financial planner located in Hattiesburg, MS, serving clients locally and across the country

Jason Jager is a Hattiesburg, MS fee-only financial planner. Jager Wealth Management provides  comprehensive financial planningretirement planning, and investment management to help physicians, business owners and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jason Jager is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jason Jager is a fee-only financial advisor at Jager Wealth Management, located in Hattiesburg, MS. 

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.

Jason Jager is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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. 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jason Jager is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Jason Jager is a Member of the XY Planning Network

    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.

  • Certified Financial Planner (CFP)
    Jason Jager is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Jason Jager

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Office Locations:

  • 5 Cimarron Dr
    Hattiesburg, MS 39402

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