Excelsior Investors (CRD# 108048) is a financial advisory firm headquartered in Excelsior, MN. They manage $126,388,431 in 304 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management126MILLION
Total Number of Accounts304ACCOUNTS
Average Account Value$415,751
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jason Good (CRD# 4978923) is an Investment Advisor Representative working at Excelsior Investors in Excelsior, MN and has over 9 years of experience in the finance industry. Jason Good has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.