Jason Patrick Good

Chief Executive Officer at

Intelligent Financial Strategies LLC

Consumer Services

Finance

Profile

Mr. Jason P.
Good, CFA, is an Owner at Intelligent Financial Strategies LLC.
He is also a 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
Intelligent Financial Strategies LLC Intelligent Financial Strategies LLC Investment ManagersFinance Excelsior Investors primarily allocates client investment assets among various mutual funds, exchange traded funds (ETFs), or individual securities on a discretionary and non-discretionary basis in accordance with the client’s designated investment objective(s).	Chief Executive Officer	2009-08-23

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Private companies	2
Saint John's University Saint John's University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Intelligent Financial Strategies LLC Intelligent Financial Strategies LLC Investment ManagersFinance Excelsior Investors primarily allocates client investment assets among various mutual funds, exchange traded funds (ETFs), or individual securities on a discretionary and non-discretionary basis in accordance with the client’s designated investment objective(s).	Finance