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Jason Patrick Good
Chief Executive Officer at Intelligent Financial Strategies LLC
Profile
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.
Jason Patrick Good active positions
Companies | Position | Start |
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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. | Chief Executive Officer | 2009-08-23 |
Training of Jason Patrick Good
Saint John's University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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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