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Jason Patrick Good

Excelsior Investors

Excelsior, MN

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Current Employers
Excelsior Investors

34 Water Street, Suite 8, Excelsior, MN 55331 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-11-01
  • MN RA
    APPROVED
    Since 2013-11-01

Branch Locations

34 Water Street, Suite 8, Excelsior, MN 55331 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Intelligent Financial Strategies, Llc Minnetonka MN 01/2009 Present
  • 01/2009 → Present
    Intelligent Financial Strategies, Llc
    Minnetonka, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-26
  • S65 Uniform Investment Adviser Law Examination
    2008-07-26
Designations

View on SEC IAPD

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MATTHEW LEONARD COOKSON
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ALAN MATTHEW STRICKER
AARON EUGENE LARSON
Kevin Michael Schmitz
Graham Daniel Burke
Marianne Jeanne Laurent
William Clifford Rodgers

Other Offices

COOKSON FINANCIAL, LLC · EXCELSIOR, MN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Excelsior, MN
NEWEDGE ADVISORS · EXCELSIOR, MN
LPL FINANCIAL LLC · EXCELSIOR, MN
EDWARD JONES · EXCELSIOR, MN
MML INVESTORS SERVICES, LLC · Excelsior, MN
WELLS FARGO CLEARING SERVICES, LLC · EXCELSIOR, MN
THE HUNTINGTON INVESTMENT COMPANY · Excelsior, MN

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