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Douglas William Tees

Jason Howell Co.

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About Douglas William Tees

Douglas William Tees is a financial advisor at Jason Howell Co. located in Fairfax, VA. Douglas has been a financial advisor since June 2017, and holds a Series 65 license. He has passed the Uniform Investment Adviser Law Examination and is registered in Maryland, Texas and Virginia. Douglas is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals and educational seminars. His firm, Jason Howell Co., manages over $31 million in assets.

Firm Information

Douglas Tees is currently registered with Jason Howell Co.. Jason Howell Co. is an investment advisor based in [**REDACTED**]. The firm has a total of 161 client accounts with approximately $31,086,305 in regulatory assets under management. They provide financial planning and portfolio management services to individuals, charitable organizations, and other individuals.

$31.09M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Douglas Tees’s Registration & Firm History

VA

06/14/2017 - Present

Jason Howell Co. (FAIRFAX VA)

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Licenses & Designations

IA

Issued 06/01/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas William Tees.
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