Jason Good
Excelsior Investors · Excelsior, Minnesota
Jason Good is a fee-only financial advisor at Excelsior Investors in Excelsior, Minnesota, who holds the CFP and CFA credentials. Excelsior Investors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Excelsior Investors |
|---|---|
| Based in | Excelsior, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $242.0M across 326 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MN · CRD 4978923 |
| Exams passed | Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.excelsiorinvestors.com |
| Profile |
How Jason's firm compares
- Excelsior Investors's average account is about $742,000, from its Form ADV (assets managed divided by 326 accounts).
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Questions about Jason
Is Jason Good a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Excelsior Investors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Excelsior Investors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jason Good based?
Jason Good is based in Excelsior, Minnesota.
What credentials does Jason Good hold?
Jason Good holds the CFP and CFA credentials.
Is Jason Good registered with the SEC?
Yes. Jason Good is registered as an investment adviser representative in MN (CRD 4978923), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Excelsior Investors manage?
Excelsior Investors reports $242.0M across 326 accounts in assets under management.
How do I contact Jason Good?
Through Jason's website, www.excelsiorinvestors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Excelsior
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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