Jason Inman
Jason Inman is a registered investment advisor at Level Four Advisory Services, based in Baton Rouge, LA, with 21 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14,510 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
Location
4600 Sherwood Commons Blvd, Suite 201, Baton Rouge, LA, 70816
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is involved with Legacy Wealth Partners LLC and Level Four Insurance Services, Inc, both related to non-variable insurance. He also dedicates about half his time to Legacy Wealth Management for life insurance sales and spends a few hours per week on Inman Properties LLC, a rental property business he owns.
Employment History
Current Registrations
Signal Advisors Wealth, LLC
Previous Registrations
Level Four Advisory Services
LPL Financial LLCBroker
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
J.W. Cole Financial, INC.Broker
Quest Capital Strategies, INC.Broker
Evolve Securities, INC.Broker
U.s.-Worldwide Financial Services, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.