Jason D. Spears

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, 63 and 65 securities registrations through Securities America and insurance licenses in Mississippi and Alabama.  Jason offers investment advisory services through Beam Asset Management, LLC.

Jason's core areas of focus include Next Generation Planning:  College expense and Legacy, Client Focused Financial Planning,  Investment portfolio management, and Retirement Income and Expense planning.  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.  He is the past President and active member of the Columbus Kiwanis Club 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 sons, Barrett, Pearson, and Henry.

 

 

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