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Jason Patrick Good
Chief Executive Officer at Intelligent Financial Strategies LLC
Jason Patrick Good active positions
Companies | Position | Start | End |
---|---|---|---|
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 | 24/08/2009 | - |
Chief Investment Officer | 24/08/2009 | - | |
Compliance Officer | 24/08/2009 | - | |
Founder | 24/08/2009 | - | |
President | 24/08/2009 | - |
Career history of Jason Patrick Good
Training of Jason Patrick Good
Saint John's University | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Undergraduate Degree | 1 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Sectoral
Consumer Services | 2 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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