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Jason Patrick Good
Amministratore Delegato presso Intelligent Financial Strategies LLC
Profilo
Mr. Jason P.
Good, CFA, is an Owner at Intelligent Financial Strategies LLC.
He is the owner and primary advice giver at Excelsior Investors.
He views his role as a behavioral investment counselor and focuses his time on helping clients avoid costly mistakes that could harm their financial independence.
He holds a BA in accounting with a finance concentration from St. John’s University and earned All-American and Academic All-American honors.
He holds the Chartered Financial Analyst (CFA) charter and is a Certified Financial Planner.
Posizioni attive di Jason Patrick Good
Società | Posizione | Inizio |
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Intelligent Financial Strategies LLC
![]() Intelligent Financial Strategies LLC Investment ManagersFinance Intelligent Financial Strategies LLC (do-business-as Excelsior Investors) is an independent registered investment advisor and wealth management firm headquartered in Excelsior, Minnesota. The firm was founded by Jason P. Good in 2009. Excelsior Investors offers discretionary and non-discretionary investment advisory services, financial planning and related consulting services to individuals, high net worth individuals, trusts, estates, and charitable organizations. | Amministratore Delegato | 24/08/2009 |
Formazione di Jason Patrick Good
Saint John's University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Intelligent Financial Strategies LLC
![]() Intelligent Financial Strategies LLC Investment ManagersFinance Intelligent Financial Strategies LLC (do-business-as Excelsior Investors) is an independent registered investment advisor and wealth management firm headquartered in Excelsior, Minnesota. The firm was founded by Jason P. Good in 2009. Excelsior Investors offers discretionary and non-discretionary investment advisory services, financial planning and related consulting services to individuals, high net worth individuals, trusts, estates, and charitable organizations. | Finance |
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