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.
Aktive Positionen von Jason Patrick Good
| Unternehmen | Position | Beginn |
|---|---|---|
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). | Vorstandsvorsitzender | 24.08.2009 |
Ausbildung von Jason Patrick Good
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
















