Francis Jackson
Howland Capital · Boston, Massachusetts
Francis Jackson is a fee-only financial advisor at Howland Capital in Boston, Massachusetts, who holds the CFA credential. Francis focuses on retirement planning and family wealth transfer. Howland Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Francis →
Specialties
Facts
| Firm | Howland Capital |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.74B across 2,010 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 5098336 |
| Firm size | 35 employees |
| Disclosures | None reported |
| Website | www.howlandcapital.com |
How Francis's firm compares
- Howland Capital's average account is about $1.9 million, from its Form ADV (assets managed divided by 2,010 accounts).
Request an introduction to Francis
Tell Francis a little about what you're looking for. Francis isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Francis
Is Francis Jackson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Francis holds no broker registration, and Howland Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Francis charge for financial advice?
Francis's firm, Howland Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Francis Jackson based?
Francis Jackson is based in Boston, Massachusetts.
What does Francis specialize in?
Francis's specialties include retirement planning and family wealth transfer.
What credentials does Francis Jackson hold?
Francis Jackson holds the CFA credential.
Is Francis Jackson registered with the SEC?
Yes. Francis Jackson is registered as an investment adviser representative in MA (CRD 5098336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Howland Capital manage?
Howland Capital reports $3.74B across 2,010 accounts in assets under management.
How do I contact Francis Jackson?
Through Francis's website, www.howlandcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Howland Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.