How does the advisor help clients – Key Takeaways:
JASON HOWELL COMPANY is a financial firm that provides expert solutions for clients seeking to improve their financial well-being. With a team of experienced financial advisors, the company offers a wide range of services to help clients achieve their financial goals.
Facts and Insights
Founded in 2005, JASON HOWELL COMPANY has been in the financial industry for over 15 years. The company has a strong track record of success and a reputation for providing top-notch financial solutions to its clients.
The firm boasts impressive numbers, with over $1 billion in assets under management and a team of 20 experienced financial advisors. This allows JASON HOWELL COMPANY to offer personalized and comprehensive services to its diverse clientele.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $1 billion | 20 |
| 2019 | $800 million | 18 |
| 2018 | $650 million | 15 |
Financial Services Offered
JASON HOWELL COMPANY offers a comprehensive range of financial services to its clients. These services include, but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The company works with a diverse range of clients, including:
- High net worth individuals
- Families
- Business owners
- Non-profit organizations
- Retirees
Fees & Compensation
JASON HOWELL COMPANY operates on a fee-based compensation structure. This means that the company charges a percentage of the client’s assets under management as their fee for services. This ensures that the company’s interests are aligned with their clients’, as their success is tied to the growth of their client’s assets.
Background
JASON HOWELL COMPANY was founded by Jason Howell, an experienced financial advisor with over 20 years of experience in the industry. He and his team of advisors are highly skilled and dedicated to providing exceptional financial solutions to their clients.
Financial Advisor Disclosures to Know
JASON HOWELL COMPANY is committed to transparency and abides by all legal and ethical standards in the financial industry. The company has a clean record with no disclosures on its ADV form, ensuring that clients can trust the firm with their financial needs.