Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dewayne Spears is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with Beam Wealth Advisors, Inc. and has also been registered with several other firms in the past including Securities America, Inc., LPL Financial LLC, Cambridge Investment Research, Inc., and Mutual Service Corporation. Jason is licensed in several states including Mississippi, Louisiana, Texas, Alabama, Colorado, Ohio, South Carolina, and West Virginia and holds several licenses including Series 6, Series 7, Series 63, and Series 65. Jason has a strong background in providing financial planning, portfolio management, and estate planning services to individuals, families, and businesses. Jason also has experience in insurance sales and is a member of several community organizations, including the Columbus Redevelopment Authority, Golden Triangle Elite Soccer Club, and the Columbus Educational Foundation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MS
09/06/2013 - Present
Beam Wealth Advisors, Inc. (COLUMBUS MS)
MS
07/09/2015 - 04/01/2022
SECURITIES AMERICA, INC. (COLUMBUS MS)
MS
09/28/2012 - 07/21/2015
LPL FINANCIAL LLC (COLUMBUS MS)
MS
08/31/2009 - 10/17/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (COLUMBUS MS)
MS
10/06/2003 - 08/31/2009
MUTUAL SERVICE CORPORATION (COLUMBUS MS)
CA
08/21/2003 - 10/10/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 05/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Spears is the right advisor for you? Invested Better is here to help.
