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Jason Patrick Good

INTELLIGENT FINANCIAL STRATEGIES, LLC·EXCELSIOR, Minnesota
Series 65Clean record16 years registeredINTELLIGENT FINANCIAL STRATEGIES, LLC
34 WATER STREET, SUITE 8, EXCELSIOR, MN 55331CRD# 4978923Firm CRD# 108048

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Patrick Good · EXCELSIOR, MN
Registration
CRD #4978923 · INTELLIGENT FINANCIAL STRATEGIES, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

EXCELSIOR INVESTORS
Feb 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 12, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTELLIGENT FINANCIAL STRATEGIES, LLC
CRD 108048 · SEC 801-57626
AUM
$182M
Regulatory assets under management
Employees
2
296 client accounts
Services offered by INTELLIGENT FINANCIAL STRATEGIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTELLIGENT FINANCIAL STRATEGIES, LLC →
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05

Frequently Asked Questions

What services does Jason Patrick Good offer?
Jason Patrick Good specializes in Financial Planning, Investment Management. Contact their office in EXCELSIOR, Minnesota for a consultation.
What are Jason Patrick Good's credentials?
Jason Patrick Good is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Patrick Good located?
Jason Patrick Good is based in EXCELSIOR, Minnesota, working with INTELLIGENT FINANCIAL STRATEGIES, LLC. Their office serves clients in the EXCELSIOR metropolitan area and surrounding communities.
How does Jason Patrick Good charge for services?
Jason Patrick Good's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTELLIGENT FINANCIAL STRATEGIES, LLC?
INTELLIGENT FINANCIAL STRATEGIES, LLC has approximately 2 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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