Jason Patrick Good
Directeur Général chez Intelligent Financial Strategies LLC
Profil
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.
Postes actifs de Jason Patrick Good
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur Général | 24/08/2009 |
Formation de Jason Patrick Good
| Saint John's University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
