Jason D. Spears

President & Chief Investment Officer


Jason is a graduate of the University of Mississippi where he received his Bachelor of Business Administration degree in Managerial Finance with an emphasis in Investment Analysis. He currently holds Series 06, 07, and 63, securities registrations through PKS Investments and insurance licenses in Mississippi and Alabama.  Jason offers investment advisory services through Beam Wealth Advisors.

Jason's core areas of focus include Generational Wealth Transfer planning, Portfolio investment solutions strategies, Retirement Income longevity strategies, College expense planning, Client-centered Financial Planning, and Investment portfolio management.  His mantra, embraced by him and his entire team, is "Grandescunt Aucta Labore" (With hard work, all things increase and grow).

Outside the office, Jason is very active in his community by volunteering or serving on committees and boards.  Jason currently serves as a coach in various sports, is the CSO Board member for Competitive Soccer, Friendly City Shootout Soccer Tournament Director, Cub Master for the Pack 2 Cub Scouts, and Executive Committee member of the Yocona - Pushmataha Area Council.  He is the past President and a member of the Columbus Kiwanis Club, former Trustee for Region II LAMISSTENN Kiwanis, and former member and President of the Board of Trustees for the Columbus Municipal School District.  However, his first priority, above all else, is being a devoted husband and father to his wife, Paige, and their three sons, Barrett, Pearson, and Henry.



Phone 662-329-9777
Fax 662-329-9778
Mobile Phone 662-816-0967