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JG

Jason R. Good

PERENNIAL FINANCIAL SERVICES
Boise, ID 83704
Some features on this profile are disabled
CRD#: 6354476
JG

Professional summary

Jason Russell Good is a registered financial advisor currently at PERENNIAL FINANCIAL SERVICES located in Boise, Idaho.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jason has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Russell Good's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 15, 2020 - Present

PERENNIAL FINANCIAL SERVICES

Office #1: 9543w Emerald Street Suite 207, Boise, ID 83704
RIA
CRD#: 286477
Boise, ID
Past

February 14, 2018 - July 28, 2020

LPL FINANCIAL LLC

RIA
CRD#: 6413
BOISE, ID
Past

February 14, 2018 - July 28, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
BOISE, ID
Past

November 20, 2015 - February 14, 2018

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
BOISE, ID
Past

November 20, 2015 - February 14, 2018

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
BOISE, ID
Past

April 1, 2015 - November 23, 2015

TRICOR ADVISORY SERVICES, LLC

RIA
CRD#: 141775
LAS VEGAS, NV
Past

July 11, 2014 - November 23, 2015

TRICOR FINANCIAL, LLC

BD
CRD#: 142518
MERIDIAN, ID

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PERENNIAL FINANCIAL SERVICES
ALDANA FINANCIAL | TANAKA WEALTH MANAGEMENT GROUP | SHAEFFER PRIVATE WEALTH MANAGEMENT | ROSE GREENE FINANCIAL SERVICES | PERENNIAL WEALTH ADVISORS, LLC | PERENNIAL INVESTMENT ADVISORS, LLC | PERENNIAL INVESTMENT ADVISORS | PERENNIAL FINANCIAL SERVICES | MCCREADY FINANCIAL GROUP, INC | HORG WEALTH MANAGEMENT | FORD FINANCIAL GROUP | COBALT UNLIMITED

CRD#: 286477 / SEC#: 801-110619

RIA
Registered Investment Advisory firm - (6/12/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Idaho
(7/15/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/31/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/5/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/11/2014
General Securities Representative Examination

Current Firm

PF
PERENNIAL FINANCIAL SERVICES
ALDANA FINANCIAL | TANAKA WEALTH MANAGEMENT GROUP | SHAEFFER PRIVATE WEALTH MANAGEMENT | ROSE GREENE FINANCIAL SERVICES | PERENNIAL WEALTH ADVISORS, LLC | PERENNIAL INVESTMENT ADVISORS, LLC | PERENNIAL INVESTMENT ADVISORS | PERENNIAL FINANCIAL SERVICES | MCCREADY FINANCIAL GROUP, INC | HORG WEALTH MANAGEMENT | FORD FINANCIAL GROUP | COBALT UNLIMITED

CRD#: 286477 / SEC#: 801-110619

RIA
Registered Investment Advisory firm - (6/12/2017 Approved)
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Contact information

Main Address
11620 Wilshire Boulevard Suite 400, Los Angeles, CA 90025
Mailing Address
Phone number
(310) 445-2504
Established
Firm type
Fiscal year end
# of Employees
50

SEC notice filing (32 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (5/28/2025)
FORM ADV PART 2A, APP 1 - WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts2,833
AUM (Assets Under Management)$ 1,898,116,372

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PERENNIAL FINANCIAL SERVICES

CRD#: 286477Boise, ID 83704

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