JASON HOWELL COMPANY
Financial ServicesVirginia, United States2-10 Employees
OUR HISTORY The Jason Howell Company family wealth management firm began as an idea. When it's namesake learned you could start what is known as a "registered investment advisory (RIA)" company, he had only 9 months prior gotten started working at New York Life Insurance Company (NYLIC) as an agent. Less than a year earlier he had just lost an election to become Virginia's 8th Congressional District's first Independent U.S. Congressman. After the election he was invited to breakfast by a 3rd generation NYLIC agent. That agent suggested "meeting his boss." Jason figured that if he couldn't write the financial laws to protect all families at once, he could at least help individual families, one at a time as a financial advisor. After two and a half years of learning how the insurance brokerage business worked and studying other service models, he decided to start an RIA. In November of 2015, the fee-only, fiduciary Jason Howell Company (JHCo.) was founded. The goal of JHCo. was and is to help families make informed decisions (without commission sales of financial products). Not long after the JHCo. launch, Jason was invited to speak about the "Fiduciary Rule" by ABC network's News Channel 8. In 2017 Jason took on an employee and by 2019, a partner: Doug Tees. Since joining the firm Doug has become an important part of what is now an ensemble practice. This means that all JHCo. clients receive the attention of both advisors . The partners also lead the team of other wealth professionals - estate planners, tax accountants, insurance agents, etc. - to protect and serve client families. In recent years, the firm has taken care of clients during the COVID-19 pandemic of 2020, the historical Federal Funds rate increases of 2022, the bank failures of 2023 and the volatile tariff and trade policy of 2025. With a longtime focus on dependability and family governance, Jason Howell Company competes with the largest RIAs and private bankers and family offices.
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