Jason Dewayne Spears

Current Employers

Beam Wealth Advisors, Inc.

72096 Ramos Avenue Suite D, Covington, LA 70433 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2022-06-10
TX	RA	APPROVED	2013-09-06
MS	RA	APPROVED	2013-06-11

LA RA
APPROVED

Since 2022-06-10
TX RA
APPROVED

Since 2013-09-06
MS RA
APPROVED

Since 2013-06-11

Branch Locations

114 4Th Street, Columbus, MS 39701 • United States

431 Main Street Suite 104, Tupelo, MS 38804 • United States

428 North Lamar Blvd., Oxford, MS 38655 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jds Wealth Strategies	Columbus	MS	06/2010	Present
Beam Wealth Advisors, Inc.	Covington	LA	05/2013	Present
Securities America Inc	Columbus	MS	05/2015	04/2022
Purshe Kaplan Sterling Investments	Albany	NY	04/2022	Present

06/2010 → Present

Jds Wealth Strategies

Columbus, MS
05/2013 → Present

Beam Wealth Advisors, Inc.

Covington, LA
05/2015 → 04/2022

Securities America Inc

Columbus, MS
04/2022 → Present

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2013-05-28 → 2013-06-11

Lpl Financial Llc

Columbus, MS

Albany, GA

Columbus, MS

Oxford, MS

Tupelo, MS

Other Businesses

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) 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. 4) 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. 5) 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. 6) 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.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-05-27
S63	Uniform Securities Agent State Law Examination	2003-09-06

S65 Uniform Investment Adviser Law Examination

2013-05-27
S63 Uniform Securities Agent State Law Examination

2003-09-06

View on SEC IAPD