Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
23 years
Location
Columbus, MS 39701
Beam Wealth Advisors, Inc.
Team
Jason Spears is a financial advisor with Beam Wealth Advisors, Inc. in Columbus, MS, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Securities America Inc, and JDS Wealth Strategies. Outside of his advisory role, Spears is active in community organizations, serving as a Den Leader for a local Boy Scout pack, coaching competitive youth soccer, participating on the Columbus Redevelopment Authority board, and holding a political office on the City Council of Columbus. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser with 27 advisors managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans through wealth management, financial planning, portfolio management, and ERISA/plan sponsor consulting, using an investment approach based on Modern and Post-Modern Portfolio Theory and behavioral finance.
Based on Beam Wealth Advisors, Inc.
Based on Beam Wealth Advisors, Inc.
Financial planning fixed fees generally range from $600 to $15,000 depending on scope and complexity.
$0+: less than 1% to no more than 3% annually (varies by portfolio size and services) $0+: less than 1% annually (non-discretionary management services)
Certain supervised persons offer securities brokerage services under separate commission-based arrangements.
Hourly financial planning and consulting fees range from $100 to $400 per hour.
Account minimum: $75,000 Fee-only: Financial planning fixed fees generally range from $600 to $15,000; hourly fees range from $100 to $400 per hour.
Columbus, MS
114 4th Street
Columbus MS 39701
Advisors at this office
1
Louisiana · Mississippi · Texas
23 years of industry experience
Purshe Kaplan Sterling Investments
2022 - Present • 4 years
Albany, NY
Securities America Inc
2015 - 2022 • 7 years
Columbus, MS
Beam Wealth Advisors, Inc.
2013 - Present • 13 years
Covington, LA
JDS Wealth Strategies
2010 - Present • 16 years
Columbus, MS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Columbus, MS
Financial Concepts
Sawyer Brown is a financial advisor at Financial Concepts with three years of industry experience. He holds a Series 65 designation and has professional experience across education and transition services prior to joining Financial Concepts. Financial Concepts is a team-based firm that provides discretionary investment supervisory services, financial planning, and pension consulting to individuals, charitable organizations, and small businesses. The firm employs a buy-and-hold investment approach focused on growth, growth-and-income, and balanced portfolios, with ongoing monitoring and quarterly reviews.
Series 63, Series 65
Columbus, MS
Financial Concepts
Scott Ferguson is a financial advisor with Financial Concepts in Columbus, MS, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Financial Concepts since 2012, with a brief period at National Planning Corporation from 2015 to 2017. Ferguson serves as board president of the United Way of Lowndes County. Financial Concepts provides discretionary investment supervisory services, financial planning, and pension consulting to individuals, charitable organizations, and small businesses. The firm emphasizes a buy-and-hold equity strategy to address inflation risk and incorporates behavior coaching to discourage market timing, managing portfolios primarily through mutual funds and SEI model allocations.
Series 65
Columbus, MS
Financial Concepts
Kristen Kunz is a Series 65-licensed financial advisor with Financial Concepts, based in Columbus, MS, and has two years of industry experience. She has been with Financial Concepts since 2020 and previously worked at Mississippi University for Women and Lake Lowndes State Park. Financial Concepts is a team firm providing discretionary investment supervisory services, financial planning, and pension consulting to individuals, charitable organizations, and small businesses. The firm employs a buy-and-hold investment approach focused on growth, growth-and-income, and balanced portfolios, emphasizing equities as an inflation hedge and tailoring portfolio changes to client circumstances rather than market timing.
Series 65
Columbus, MS
Financial Concepts
Felice Olmos is a Series 65-licensed advisor with Financial Concepts in Columbus, MS, bringing three years of industry experience. She has worked at Financial Concepts since 2020, including her current role beginning in 2025, with prior experience at Nicholas Air and United Exchange Corp. Financial Concepts is a team-based firm that provides discretionary investment supervisory services, financial planning, and pension consulting to individuals, charitable organizations, and small businesses. The firm employs a buy-and-hold strategy focused on growth and balanced mutual fund allocations, emphasizing equity investments as inflation hedges.
Series 63, Series 65
Columbus, MS
IFG Advisory, LLC
Joseph Reed is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 65 credentials. He has four years of industry experience, including roles at LPL Financial and Lincoln Financial Securities. Outside of financial services, he is the owner of Worn Tools Woodworking LLC. IFG Advisory, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm customizes investment strategies using various analytical approaches and manages a broad range of asset types while also providing specialized services such as real estate analysis and retirement plan consulting.
CFP®, Series 66
Columbus, MS
IFG Advisory, LLC
Morgan Nickels is a CFP® professional with 21 years of industry experience, currently affiliated with IFG Advisory, LLC. He has previously worked at Householder Group Estate & Retirement Specialists and LPL Financial, LLC. Nickels also operates L.H. Nickels & Associates and is involved in fixed insurance products as an agent. IFG Advisory, LLC serves a broad range of clients including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, and cyclical analysis along with a variety of investment management strategies.
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