Jason
Inman

Level Four Advisory Services

CRD#4048130
Investment Advisor
in Baton Rouge, LA

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About this Advisor

Jason Inman is a financial advisor who works in Baton Rouge, Louisiana with a total of 6 years of relevant experience. Inman is currently employed by Level Four Advisory Services. Throughout their career, Inman has worked at American United Life, Oneamerica Securities, Level Four Advisory Services and Lpl Financial, LLC. Inman maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Louisiana and Texas. Level Four Advisory Services is a registered investment firm that has its headquarters in Dallas, TX. The firm has offices in 70 locations and a total of 135 people on staff. It manages $4 billion in total assets between its 10,918 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 22 charitable organizations. Of its 10,918 customer accounts, just 9% belong to high-net-worth individuals who have at least $1 million in assets. Level Four Advisory Services has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically vary depending on the type of financial services. Fees billed by Level Four Advisory Services likely are comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4600 Sherwood Commons Blvd Suite 201
Baton Rouge, LA 70816

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Level Four Advisory Services Brokerage Details

Total Assets Under Management

$3,723,158,922

LA Average: $3,042,739,679
Total Number of Employees

135

LA Average: 49
Total Number of Accounts

10,918

LA Average: 2,315
Average Account Size

$341,011

LA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jason Inman Work History

Jason has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Level Four Advisory Services

2017 - Present (7 years)

Lpl Financial, LLC

2012 - 2017 (5 years)

American United Life

2012 - 2017 (5 years)

Oneamerica Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Inman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Level Four Advisory Services

Michael Hickey
Grayslake, IL
Scott Proctor
Stuart, FL
Michael Doll
Dallas, TX
Christopher Facka
Atlanta, GA
Karen Lessard
Dallas, TX
Matthew Craig
Dallas, TX
Kimberly Miller
Dallas, TX
Jason Inman
Baton Rouge, LA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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