Jason Howell Company

Overview

Jason Howell Company is a small, independent registered investment adviser owned by Jason Howell that works with individuals, families and select institutional clients. The firm combines financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. It identifies as an active ESG investor, which factors into manager selection and portfolio construction. The firm operates as a non-capital allocator: it does not market proprietary funds but directs client capital to third-party managers across public and private strategies. Its fee model is flexible, mixing percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing investment management relationships and project-based planning work. Custody and trading are handled primarily through Charles Schwab & Co., Inc., which houses the bulk of client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices