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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 85 clients with $45M 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 upon request depending on the complexities of the portfolio.
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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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