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10 YEARS of JASON HOWELL COMPANY

This video marks the 10-year anniversary of Jason Howell Company—and the much longer journey that led to it. From the Great Recession and the U.S. debt downgrade to Brexit, the fiduciary rule, and three contentious U.S. presidential elections (2016, 2020, 2024), this is a look at how history, markets, and values shaped the firm’s philosophy. Jason shares his path to personal finance, from his education at George Mason University (where's he is now a Board Trustee), running for United States Congress, passing the CFP® exam, and meeting his business partner Doug. In about 10 minutes this 10 minute video explains what was a novel idea: serving entire families across all things financial, not just investments. This is a story about managing the business of wealth and also the journey it took to become worthy of that responsibility. And it is also a thesis about why integrating family governance, philanthropy, and a long-term perspective matter to families who are just as concerned about family preservation and personal growth as they are about wealth preservation and capital gains. Whether you’re a client, a peer advisor, a student of financial history, or someone navigating “life after wealth,” this video describes the 10 years of work behind the work of Jason Howell Company (JHCo.) and sets the stage for the next 10 years. A BURNING STUDIO Film (https://www.theburningstudio.com/) Sponsored by: Jason Howell Company (https://www.jasonhowell.com/)