Profiel
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.
Actieve functies van Jason Patrick Good
| Bedrijven | Functie | Begin |
|---|---|---|
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). | Algemeen Directeur | 24-08-2009 |
Opleiding van Jason Patrick Good
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
















