Jason Good, financial advisor Boise ID

Jason Good

CRD Number: 6354476
Current Firm: Perennial Financial Services

Jason Good (CRD# 6354476) is an Investment Advisor Representative working at Perennial Financial Services in Boise, ID and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Perennial Investment Advisors Dba Perennial Financial Services Boise, ID Jul 2020 - Current 3
Lpl Financial LLC Boise, ID Feb 2018 - Jul 2020 2
Invest Financial Corporation Boise, ID Nov 2015 - Feb 2018 2
Tricor Financial Meridian, ID Jul 2014 - Nov 2015 1
Self Employed Boise, ID Jan 2010 - Jul 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2015
Contact Info for Jason R. Good
Phone Number: 310-445-2504
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    686
    MILLIONS
  • Total Number of Accounts
    2,918
    ACCOUNTS
  • Average Account Value
    $235,226
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, ID, MN, NV, NY, OR, SD, TX, UT, VA, WA

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