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Jason Patrick Good

INTELLIGENT FINANCIAL STRATEGIES, LLC·EXCELSIOR, Minnesota
Clean recordINTELLIGENT 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Patrick Good is a registered financial advisor based in EXCELSIOR, Minnesota, affiliated with INTELLIGENT FINANCIAL STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INTELLIGENT FINANCIAL STRATEGIES, LLC
EXCELSIOR INVESTORS
AUM
$182M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at INTELLIGENT FINANCIAL STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4978923
Firm CRD# 108048
View on FINRA BrokerCheck →

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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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