Jason Howell is a CFP-designated registered investment advisor at Jason Howell Company, based in Fairfax, VA, with 10 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 107 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on portfolio complexity. Ongoing financial planning is included with this service.
Fee Estimator
Contact
Jason Howell
Location
Fairfax, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jason is an adjunct professor at American University, teaching a personal finance class since 2015. This takes about 10-20% of his time, with minimal time spent during trading hours.
Employment History
Current Registrations
Jason Howell Company
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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