Jason Howell Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$64,264,705
Clients
105
Advisors
2
of 2 employees
About
Jason Howell Company provides discretionary investment management, comprehensive financial planning (beginning with an initial plan development process) and family office administrative services to individuals, high net worth clients and charitable organizations. The firm typically works with clients who meet a $1,000,000 investable-asset guideline and manages a concentrated client base through a two-advisor team.
The firm’s investment process combines fundamental analysis with a predominantly passive, core-and-satellite approach that emphasizes strategic asset allocation, periodic rebalancing and a value tilt informed by academic research. ESG considerations are integrated quantitatively (the brochure cites a 30-metric ESG factor), and the firm also offers access to alternatives and structured notes for suitable or accredited investors.
Compared with many peers, the firm regularly conducts fee-based educational seminars and workshops for companies and groups, an offering that the brochure notes is sometimes waived and is uncommon among similar advisors. It also provides tailored family office implementation and coordination with outside tax, legal and trust professionals, and its principals maintain academic teaching roles and advanced wealth- and ESG-related credentials, which is notable for a small, state-registered advisory practice.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Family Office Services: up to $500,000 annually, payable quarterly in advance; Workshops/Seminars: $1,000 to $25,000 per event, negotiable
$0 - $2,000,000: 1.00% annually Amount over $2,000,000 - $5,000,000: 0.75% annually Amount over $5,000,000+: 0.50% annually
$500.00 per hour, negotiable depending on complexity
Account minimum: $1,000,000 Fee-only: Fee-only; no commissions or sales-related compensation received
Main office
Fairfax VA
Advisors at this office
2
Most active in
District of Columbia · Maryland · New York · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Douglas T
CFP®, Series 65
Fairfax, VA
Jason Howell Company
Douglas Tees is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Jason Howell Company since 2017 and previously spent eight years at Freddie Mac. The firm serves individuals, high-net-worth clients, and charitable organizations, offering discretionary portfolio management, comprehensive financial planning, and family office administrative services. Its investment approach combines a primarily passive core-and-satellite structure with value tilts, ESG screening, and alternative strategies, alongside a distinctive offering of regular paid educational seminars.
Jason H
CFP®, Series 63, Series 65
Fairfax, VA
Jason Howell Company
Jason Howell is a CFP® with 10 years of industry experience and is the principal of Jason Howell Company in Fairfax, VA. He has taught personal finance as an adjunct professor at American University since 2015 and at George Mason University since 2020. Jason Howell Company serves individuals, high-net-worth clients, and charitable organizations, offering discretionary portfolio management, comprehensive financial planning, and family office administrative services. The firm employs a primarily passive investment approach with a core-and-satellite structure, incorporates ESG screening, and offers educational seminars and workshops to various groups.
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