Jason Patrick Good
Investment adviser representative at Excelsior Investors
17 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$242MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Excelsior InvestorsNov 2013 to now
- Intelligent Financial Strategies, LLCJan 2009 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (MN).
Excelsior Investors
Legal name: Intelligent Financial Strategies, LLC
$242MAssets managed
105Clients
1Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4978923
- Firm CRD
- 108048