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Jason Dewayne Spears

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$611K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$75K
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Location

114 4th Street, Columbus, MS, 39701

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jason is an investment advisor representative at BEAM Wealth Advisors (JDS Wealth Strategies) and also sells insurance. He is also involved in several community activities, including youth sports, redevelopment, education, Rotary Club, and city council, taking up a significant amount of his time.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2022 - Present · 3 yrs 10 mos
Beam Wealth Advisors, INC.
May 2013 - Present · 12 yrs 9 mos
Previous Registrations
Securities America, INC.Broker
July 2015 - April 2022 · 6 yrs 9 mos
LPL Financial LLC
May 2013 - June 2013 · 1 mo
LPL Financial LLCBroker
September 2012 - July 2015 · 2 yrs 10 mos
Cambridge Investment Research, INC.Broker
August 2009 - October 2012 · 3 yrs 2 mos
Mutual Service CorporationBroker
October 2003 - August 2009 · 5 yrs 10 mos
Walnut Street Securities, INC.Broker
August 2003 - October 2003 · 2 mos
State Registrations9 states
ALCOGALAMSOHSCTXWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.