Jason Howell, CFP®, CPWA® Jason Howell Company

About Jason Howell, CFP®, CPWA®, CSRIC®

Jason Howell is a CERTIFIED FINANCIAL PLANNER™ professional, former U.S. Congressional candidate and in 2021 and 2019 was listed as a TOP Wealth Adviser by WASHINGTONIAN magazine. He is President of Jason Howell Company, a family wealth management firm that uses Sustainable, Responsible & Impact Investing (SRI) to develop family leaders into patriarchs, matriarchs, and stakeholders of their local communities. Jason is a Chartered SRI Counselor™ and a Certified Private Wealth Advisor® professional and is the author of JOY of Financial Planning: 7 Strategies for Transforming your Finances and Reclaiming your American Dream.

Jason is an adjunct instructor for George Mason University’s School of Business Financial Planning and Wealth Management (FPWM) concentration and Council Chair for the FPWM Advisory Board. He is also an adjunct instructor of personal finance at American University’s Kogod School of Business.

Jason has been featured as both a financial expert and independent political strategist on FOX 5 DC, ABC’s News Channel 8, US News & World Report, Yahoo Finance, CNBC.com, Readers Digest, Nasdaq.com, Washington Business Journal and the New York Times. His professional career spans years in retail banking, corporate accounting, personal finance, politics and long shot attempts to make stars out of unsigned musicians.

Jason has been recognized by George Mason University as a Prominent Patriot (2013) and received both the School of Business Alumni Service Award (2020) and the overall university Alumni Service Award (2021). He was twice the distinguished alumnus speaker for the School of Business graduating class.

His mission is to bring the best of ultra-high net worth family financial planning to this generation’s regular net worth families. He shares his home with a beautiful and patient wife, two daughters and 1990’s nostalgia.

View Jason’s blog here: http://www.jasonhowell.com/blog

Contact this advisor

Ideal Clients

  • Dual Income Family
  • Gen X
  • Inherited Wealth
  • SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $5000
  • Hourly Fee: $250/hr
  • Assets Under Management: 1.00%

SEC Records

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