JS
Jason D. Spears
BEAM WEALTH ADVISORS
Tupelo, MS 38804
Some features on this profile are disabled
CRD#: 4686230
JS
Professional summary
Jason Dewayne Spears is a registered financial advisor currently at BEAM WEALTH ADVISORS, INC. located in Tupelo, Mississippi and PURSHE KAPLAN STERLING INVESTMENTS located in Columbus, Mississippi.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jason has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 1. BEAM Wealth Advisors d/b/a JDS Wealth Strategies 2. Investment related 3. Office of Employment Address 4. RIA firm 5. IAR 6. 2013 7. 273 hrs/mo 8. 225 hrs during trading 9. provide advisory services to clients 10. Advisory fees 2) 1. Self, insurance sales 2. Investment related 3. Office of Employment address 4. insurance 5. Self, insurance sales 6. 2013 7. 2 hrs/mo 8. 2 hrs during trading 9. may sell insurance to clients 10. commissions 3) 1. Patriot Tiger Cubs - Pack 2 2. Not investment related 3. 420 31st Ave. N, Columbus, MS 39705 4. Boy Scout Group 5. Den Leader 6. 2018 7. 4 hrs/mo 8. 0 hrs during trading 9. Den Leader for local Tiger Scout Group (part of the local Boy Scouts of America. schedule meetings of den, coordinate activities, lead meeting discussions, schedule events for group, communicate with local scout representatives, and communicate with parents. 10. No compensation 4) 1. Columbus MS Soccer Organization 2. Not investment related 3. 413 4th Avenue South, Columbus, MS 39701 4. Competitive kids soccer 5. Head/Coach/Chairman of Competitive Soccer 6. 2020 7. 20 hrs/mo 8. 0 hrs during trading 9. Train and coach my sons' competitive soccer teams for match and skill development. Oversee and facilitate competitive soccer activities for the organization. Responsible for all aspects of the Friendly City Shootout tournament hosted by the organization. 10. No compensation 5) Columbus Redevelopment Authority. Not Investment Related. 215 5th Street, North Columbus, MS 39701. Community Redevelopment & Enhancement. Board Member. 09/2022. 6 Hrs/Mo; 3 Hrs During Trading Hours. Work with Fellow Board Member to Review Redevelopment Plans. 6) Golden Triangle Elite Soccer Club. Not investment related. 629 Edenborough Dr. Columbus MS 39705. Athletic training competitive tournament. Owner/Director. Start 1/1/2023. 15-30 hours, 0 during trading. Train kids to play soccer at a competitive level, coach teams, manage tournament. Recruit players/coaches. 7) Columbus Educational Foundation dba Heritage Academy; 625 Magnolia Lane Columbus, MS 39705; Investment Committee; Committee Member; 01/01/2024; 0 hrs during trading; Review investments. Q+A with external financial managers of accounts. Develop long-term plan with fellow committee members. 8) Rotary Club of Columbus, MS; not investment related; PO Box 24 Columbus MS 39703; Service Organization; Member; 12/1/2023; 4hrs/mo; 4 hrs during trading; Go to meetings. Hear different speakers. Help with community events. 9) City Council Ward 6. Not investment related. 629 Edinborough Dr, Columbus, MS 39705. Political. Councilman. 7/1/2025. Hrs/month 8 with 4 during trading hours. Required to serve the public in the city of Columbus MS.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Dewayne Spears's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 30, 2013 - Present
BEAM WEALTH ADVISORS, INC.
Office #1: 431 Main Street Suite 104, Tupelo, MS 38804Office #2: 114 4th Street, Columbus, MS 39701Office #3: 428 North Lamar Blvd., Oxford, MS 38655RIA
CRD#: 109867
Tupelo, MS
Current
April 1, 2022 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 114 4th Street South, Columbus, MS 39701Office #2: 431 W. Main Street Suite 104, Tupelo, MS 38804Office #3: 428 North Lamar Blvd, Oxford, MS 38655BD
CRD#: 35747
Columbus, MS
Past
July 9, 2015 - April 1, 2022
SECURITIES AMERICA, INC.
BD
CRD#: 10205
COLUMBUS, MS
Past
May 28, 2013 - June 11, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
COLUMBUS, MS
Past
September 28, 2012 - July 21, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
COLUMBUS, MS
Past
August 31, 2009 - October 17, 2012
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
COLUMBUS, MS
Past
October 6, 2003 - August 31, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
COLUMBUS, MS
Past
August 21, 2003 - October 10, 2003
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BEAM WEALTH ADVISORS, INC.
ADVOCACY FINANCIAL, LLC | WHIDDON WEALTH MANAGEMENT, LLC | UNIVERSAL FINANCIAL GROUP, INC | TRUE COMPASS FINANCIAL, LLC | THRESHOLD, INC. | SUMMIT INVESTMENT GROUP LLC | SOMMER INVESTMENTS, LLC | ROMANO INSURANCE & INVESTMENT GROUP | ROGERS AND ROGERS | PREMIER WEALTH MANAGEMENT GROUP | OBAN WEALTH MANAGEMENT LLC | MOUNTAIN WEST WEALTH | JUDD WEALTH MANAGEMENT | JOSEPH PIRETTI & ASSOCIATES | JDS WEALTH STRATEGIES | FINESTPLAN LC | FINANCIAL DESIGN GROUP | FINANCIAL AND INVESTMENT MANAGEMENT ADVISORS, INC. | FINANCIAL AND INVESTMENT & MANAGEMENT ADVISORS, INC. | DAVIS FINANCIAL | CYPRESS FINANCIAL GROUP | CHARLES BRYAN FINANCIAL GROUP | BGA WEALTH | BGA 401K | BENEDETTI, GUCER & ASSOCIATES | BEAM WEALTH ADVISORS, INC. | BEAM WEALTH ADVISORS | BEAM ASSET MANAGEMENT, LLC | BEAM ASSET MANAGEMENT
CRD#: 109867 / SEC#: 801-60334
RIA
Registered Investment Advisory firm - (6/22/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/7/2022)
RR
Colorado(4/1/2022)
IAR
Louisiana(6/10/2022)
IAR
Mississippi(6/11/2013)
RR
Mississippi(4/1/2022)
RR
Ohio(4/1/2022)
RR
South Carolina(2/1/2024)
IAR
Texas(9/6/2013)
RR
West Virginia(5/10/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BW
BEAM WEALTH ADVISORS, INC.
ADVOCACY FINANCIAL, LLC | WHIDDON WEALTH MANAGEMENT, LLC | UNIVERSAL FINANCIAL GROUP, INC | TRUE COMPASS FINANCIAL, LLC | THRESHOLD, INC. | SUMMIT INVESTMENT GROUP LLC | SOMMER INVESTMENTS, LLC | ROMANO INSURANCE & INVESTMENT GROUP | ROGERS AND ROGERS | PREMIER WEALTH MANAGEMENT GROUP | OBAN WEALTH MANAGEMENT LLC | MOUNTAIN WEST WEALTH | JUDD WEALTH MANAGEMENT | JOSEPH PIRETTI & ASSOCIATES | JDS WEALTH STRATEGIES | FINESTPLAN LC | FINANCIAL DESIGN GROUP | FINANCIAL AND INVESTMENT MANAGEMENT ADVISORS, INC. | FINANCIAL AND INVESTMENT & MANAGEMENT ADVISORS, INC. | DAVIS FINANCIAL | CYPRESS FINANCIAL GROUP | CHARLES BRYAN FINANCIAL GROUP | BGA WEALTH | BGA 401K | BENEDETTI, GUCER & ASSOCIATES | BEAM WEALTH ADVISORS, INC. | BEAM WEALTH ADVISORS | BEAM ASSET MANAGEMENT, LLC | BEAM ASSET MANAGEMENT
CRD#: 109867 / SEC#: 801-60334
RIA
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Contact information
Main Address
72096 Ramos Avenue Suite D, Covington, LA 70433
Mailing Address
Phone number
(985) 893-1440
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,006 |
| AUM (Assets Under Management) | $ 1,314,316,357 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
