Jason Spears (CRD# 4686230) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Columbus, MS and has over 20 years of experience in the finance industry.
CRD# 6155221
Lpl Financial LLC
CRD# 4904954
Ifg Advisory, LLC
CRD# 5619132
Phillips Wealth Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2022 - Current | 2 |
| Beam Wealth Advisors, Inc. | Covington, LA | May 2013 - Current | 10 |
| Jds Wealth Strategies | Columbus, MS | Jun 2010 - Current | 13 |
| Securities America Inc. | Columbus, MS | May 2015 - Apr 2022 | 6 |
| Lpl Financial | Columbus, MS | Sep 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2003 |
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- LA
- MS
- TX
-
Total Assets Under Management577MILLIONS
-
Total Number of Accounts2,656ACCOUNTS
-
Average Account Value$217,409
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MD, ME, MO, MS, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.