Jason Howell
Jason Howell Company · Vienna, Virginia
Jason Howell is a fee-only financial advisor at Jason Howell Company in Vienna, Virginia, who holds the CFP and CPWA credentials. Jason focuses on founders (pre-exit), family wealth transfer and sustainable & impact investing. Jason Howell Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Jason Howell Company |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $64.5M across 230 accounts |
| Credentials | CFP · CPWA |
| SEC registration | Investment adviser representative in DC, MD, NY, TX, VA · CRD 6148512 |
| Exams passed | Series 63 (2013) · Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | jasonhowell.com |
| Profile |
How Jason's firm compares
- Jason Howell Company's average account is about $281,000, from its Form ADV (assets managed divided by 230 accounts).
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Questions about Jason
Is Jason Howell a fee-only financial advisor?
Yes. Jason Howell is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jason's firm.
How does Jason charge for financial advice?
Jason's firm, Jason Howell Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Howell based?
Jason Howell is based in Vienna, Virginia.
What does Jason specialize in?
Jason's specialties include founders (pre-exit), family wealth transfer and sustainable & impact investing. Jason works with founders, executives, multi-generational families and ultra high net worth.
What credentials does Jason Howell hold?
Jason Howell holds the CFP and CPWA credentials.
Is Jason Howell registered with the SEC?
Yes. Jason Howell is registered as an investment adviser representative in DC, MD, NY, TX and VA (CRD 6148512), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Jason Howell Company manage?
Jason Howell Company reports $64.5M across 230 accounts in assets under management.
How do I contact Jason Howell?
Through Jason's website, jasonhowell.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Jason Howell Company website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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