![Jason Patrick Good](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jason Patrick Good
Director Ejecutivo en Intelligent Financial Strategies LLC .
Perfil
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.
Cargos activos de Jason Patrick Good
Empresas | Cargo | Inicio |
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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. | Director Ejecutivo | 24/08/2009 |
Formación de Jason Patrick Good.
Saint John's University | Undergraduate Degree |
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Empresas privadas | 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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