Jason Good has been Managing Member and Chief Compliance Officer of Intelligent Financial Strategies since May 2010, is a control person of the firm and directly owns 75% or more of it. Jason Good holds a BA in accounting with a finance concentration from St. John's University.
Intelligent Financial Strategies, LLC is an Excelsior, MN firm with $242M under management, 105 clients and 1 adviser in one office, as of its January 2026 filing.
Jason Good is Owner of Excelsior Investors. He works with families to simplify their finances and steward their wealth over the long run.
- Excelsior InvestorsCurrent– present · 16 yearsExcelsior, MN · Adviser representative · Firm CRD 108048
Professional designations
Listed by Intelligent Financial Strategies
- Chartered Financial Analyst (CFA)
- Certified Financial Planner
Investment adviser representative registrations
Jason Good is registered as an investment adviser representative in Minnesota, since November 2013.
- MinnesotaSince 1 November 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 July 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jason Patrick Good
- CRD
- 4978923
- Firm
- Intelligent Financial Strategies · CRD 108048
- Role
- Managing Member and Chief Compliance Officer
- Office
- 34 WATER STREET, SUITE 8, Excelsior, MN 55331
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- excelsiorinvestors.com
Where does Jason Good work?
Jason Good has been Managing Member and Chief Compliance Officer of Intelligent Financial Strategies, LLC since May 2010, and is a control person of the firm.
Is Jason Good a financial advisor?
Yes. Jason Good has a current investment-adviser registration in Minnesota, through Intelligent Financial Strategies since February 2010.
How many years of experience does Jason Good have?
Jason Good has 16 years in the financial industry, since February 2010, across 1 adviser firm.
What exams has Jason Good passed?
Jason Good passed the Series 65 in July 2008.
Where is Jason Good based?
Jason Good’s registered office is in Excelsior, MN.
Is Jason Good registered with FINRA?
No. Jason Good has no current broker registration.
Is Jason Good a CFP?
Intelligent Financial Strategies lists Jason Good with the CFP credential (“Certified Financial Planner”) on its website. CFP Board confirms certification status.
Is Jason Good a CFA charterholder?
Intelligent Financial Strategies lists Jason Good with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Jason Good’s record?
Search CRD 4978923 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Good’s full registration record.