Beam Wealth Advisors, Inc

Investment Advisor
in Columbus, MS

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About this Advisor

Jason Spears is a financial advisor based in Columbus, Mississippi with a total of 10 years of industry experience. Spears is on the advisory team at Beam Wealth Advisors, Inc. The advisor has gained experience at Jds Wealth Strategies, Lpl Financial, Beam Wealth Advisors, Inc, Securities America Inc and Purshe Kaplan Sterling Investments. Spears maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Louisiana, Mississippi and Texas. Beam Wealth Advisors, Inc is a registered investment company that has its headquarters in Covington, LA. The company has offices in 14 locations and a total of 18 people on staff. It administers $499 million in assets under management between its 2,608 client accounts, making it one of the bigger firms in the country by assets under management. Of its 2,608 accounts, just 10% are held by high-net-worth investors who have more than $1 million in investable assets. Beam Wealth Advisors, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services, educational seminars and other services. Financial management fees largely depend on which services the firm provides the client. However, fee types billed by Beam Wealth Advisors, Inc most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 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, Market timing services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

114 4Th Street
Columbus, MS 39701

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Beam Wealth Advisors, Inc Brokerage Details

Total Assets Under Management


MS Average: $486,181,852
Total Number of Employees


MS Average: 13
Total Number of Accounts


MS Average: 722
Average Account Size


MS Average: $673,382

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
  • Market timing services
  • Educational seminars/workshops
  • Other

Jason Spears Work History

Jason has been registered as a financial advisor for 10 years.*

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2013 - Present (11 years)

Beam Wealth Advisors, Inc

2010 - Present (14 years)

Jds Wealth Strategies

2015 - 2022 (7 years)

Securities America Inc

2012 - 2015 (3 years)

Lpl Financial

*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.


Please visit the SEC profile of Jason Spears 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 Beam Wealth Advisors, Inc

Steven Gregory
Murfreesboro, TN
Jordan Scallan
Metairie, LA
Garrett Leroux
Covington, LA
Bryant Swann
Tullahoma, TN
Jeffrey Cone
Columbus, OH
Amy Betts
Denver, CO
Lee Cosgrove
Covington, LA
Jason Spears
Columbus, MS

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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