Jason Patrick Good

Directeur Général chez

Intelligent Financial Strategies LLC

Consumer Services

Finance

Profil

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.

Postes actifs de Jason Patrick Good

Sociétés	Poste	Début
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).	Directeur Général	24/08/2009

Tous les postes actifs de Jason Patrick Good

Formation de Jason Patrick Good

Expériences
Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Voir l'expérience en détail de Jason Patrick Good

Relations

Relations au 1er degré

Entreprises liées au 1er degré

Homme

Femme

Administrateurs

Exécutifs

Voir le réseau personnel

Sociétés liées

Entreprise privées	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