Jason J. Howell

JASON HOWELL COMPANY

FAIRFAX, VA

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CRD#: 6148512

Professional summary

Jason J Howell, CFP®, CPWA® is a registered financial advisor currently at JASON HOWELL COMPANY located in Fairfax, Virginia.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jason has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

What are your service offerings?

Small Business Planning

Retirement Planning

Socially Responsible Investing

Investment Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Business Owners

Corporate Executives

Financial Psychology/Coaching

Insurance Related Issues

Investment Advice with Ongoing...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: American University Not investment related Address: 4400 Massachusetts Ave NW, Washington, DC 20016 Duties: Teach a class on personal finance Title: Adjunct Professor Start Date: 8/31/2015 Hours: 20hrs/month Hours During Trading: 2.5 hrs/month (my class is at night) Duties: Teach students from a textbook, give tests, grade papers

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason J Howell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

CPWA^®

Certified Private Wealth Advisor

Start date: 2021-04-14

Expire date: 2023-03-31

Experience

Current

November 24, 2015 - Present

JASON HOWELL COMPANY

RIA

CRD#: 281658

FAIRFAX, VA

Past

March 22, 2013 - August 4, 2015

NYLIFE SECURITIES LLC

CRD#: 5167

VIENNA, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

District of Columbia
(9/19/2024)

IAR

Maryland
(5/29/2024)

IAR

New York
(9/3/2025)

IAR

Texas
(10/25/2021)

IAR

Virginia
(11/24/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/10/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/23/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/4/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/21/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JASON HOWELL COMPANY

CRD#: 281658 / SEC#:

District of Columbia

Registered Investment Advisory firm - (9/19/2024 Approved)

Maryland

Registered Investment Advisory firm - (5/29/2024 Approved)

New York

Registered Investment Advisory firm - (9/3/2025 Approved)

Texas

Registered Investment Advisory firm - (10/21/2021 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (11/24/2015 Approved)

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Contact information

Main Address

Fairfax, VA

Mailing Address

Phone number

(703) 867-2387

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	85
AUM (Assets Under Management)	$ 45,249,078

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Jason J. Howell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason J Howell's CRS (Customer Relationship Summary).

Certified licenses

Experience

JASON HOWELL COMPANY

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2015

Series 63

Date: 5/23/2013

SIE

Date: 8/4/2015

Series 6

Date: 3/21/2013

Current Firm

JASON HOWELL COMPANY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JASON HOWELL COMPANY

TRUST BUT VERIFY

Contact information

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