Unclaimed
Jason Howell is an investment advisor representative with Jason Howell Co. based in Fairfax, Virginia. Jason has been in the industry since 2009 and holds a Series 6, Series 63, Series 65 and SIE licenses. Jason also is a Certified Financial Planner™. Jason's firm offers financial planning services, educational seminars and portfolio management services for individuals. Jason Howell Co. has regulatory assets under management of $31,086,305.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
11/24/2015 - Present
Jason Howell Co. (FAIRFAX VA)
VA
03/22/2013 - 08/04/2015
NYLIFE SECURITIES LLC (VIENNA VA)
IA
Issued 09/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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