Douglas W. Tees

JASON HOWELL COMPANY

Fairfax, VA

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CRD#: 6817855

Professional summary

Douglas William Tees, CFP® is a registered financial advisor currently at JASON HOWELL COMPANY located in Fairfax, Virginia.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Douglas has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas William Tees'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: 2020

Experience

Current

June 14, 2017 - Present

JASON HOWELL COMPANY

RIA

CRD#: 281658

Fairfax, 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
(4/18/2025)

IAR

Maryland
(5/29/2024)

IAR

New York
(9/3/2025)

IAR

Texas
(10/25/2021)

IAR

Virginia
(6/14/2017)

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: 6/1/2017

Uniform Investment Adviser Law 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

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

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Douglas W. Tees

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas William Tees's CRS (Customer Relationship Summary).

Certified licenses

Experience

JASON HOWELL COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2017

Current Firm

JASON HOWELL COMPANY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JASON HOWELL COMPANY

TRUST BUT VERIFY

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