Jason
Spears
Beam Wealth Advisors, Inc
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Beam Wealth Advisors, Inc Brokerage Details
$499,240,343
18
2,608
$191,427
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.*
Purshe Kaplan Sterling Investments
Beam Wealth Advisors, Inc
Jds Wealth Strategies
Securities America Inc
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.
Disclosures
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
Murfreesboro, TN
Metairie, LA
Covington, LA
Tullahoma, TN
Denver, CO
Columbus, OH
Columbus, MS
Covington, 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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