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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-24-2015
- Office Locations
- 1
Office Locations
About Jason Howell Company
Jason Howell Company is a Fairfax, VA advisory firm focused on first-generation investors seeking to grow wealth with positive community impact. The team builds portfolios that incorporate SRI/ESG and publishes guidance on themes like accessing carbon-credit exposure through public markets. They also help clients plan lifetime and legacy philanthropy and use a structured family-governance process to prepare next generations.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 107 clients, or 53.5 clients per representative. That equates to $603.2K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on April 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JASON J HOWELL
Chief Compliance Officer, Investment Advisor, President
- CRD
- #6148512
- Ownership
- 50% but less than 75%
Douglas William Tees
ADVISER, Chief Operating Officer, Owner
- CRD
- #6817855
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,546,434 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,546,434 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Jason Howell Company has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.