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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Vector pioneerQuantum ember +more
- 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.
Team overview
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Accredited Investors
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Technology
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
Total SMA Asset: $64,546,434
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,986,675,816 | 22.6% |
| Cash | $474,692,452 | 5.4% |
| Other | $2,013,047,618 | 22.9% |
| Equity - Exchange | $1,599,889,374 | 18.2% |
| Corporate - Non-Investment Grade | $1,415,286,754 | 16.1% |
| U.S. Government/Agency | $1,301,008,940 | 14.8% |
| Total | $8,790,600,954 | 100.0% |