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JG

Jason A. Goosen

RAPIDS FINANCIAL LLC
KENTWOOD, MI 49512
Some features on this profile are disabled
CRD#: 6991268
JG

Professional summary

Jason Arthur Goosen is a registered financial advisor currently at RAPIDS FINANCIAL LLC located in Kentwood, Michigan.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jason has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 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.
1) Brohl Tax & Accounting, PLLC.; Start Date: 01/01/2024; 3960 Broadmoor Ave SE, Grand Rapids, MI 49512; Tax and Accounting; Staff Accountant; 80 Hours per month, 20 during trading hours; Document filing, document preparation, answer phone calls 2) Licensed insurance agent; Not investment-related; Kentwood, MI 49512; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Arthur Goosen's 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

September 23, 2025 - Present

RAPIDS FINANCIAL LLC

Office #1: 3960 Broadmoor Avenue Southeast, Kentwood, MI 49512
RIA
CRD#: 336795
KENTWOOD, MI
Past

November 5, 2021 - September 26, 2025

MUTUAL ADVISORS, LLC

RIA
CRD#: 167658
Caledonia, MI
Past

May 5, 2021 - November 8, 2021

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
GRAND RAPIDS, MI
Past

November 12, 2018 - November 8, 2021

NYLIFE SECURITIES LLC

BD
CRD#: 5167
GRAND RAPIDS, MI

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
Michigan
(9/23/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/31/2021
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/25/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/30/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/13/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/12/2018
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RF
RAPIDS FINANCIAL LLC
RAPIDS FINANCIAL LLC

CRD#: 336795 / SEC#:

Michigan
Registered Investment Advisory firm - (7/11/2025 Approved)
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Contact information

Main Address
3960 Broadmoor Avenue Southeast, Kentwood, MI 49512
Mailing Address
Phone number
(989) 619-4368
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

RAPIDS FINANCIAL LLC

CRD#: 336795Kentwood, MI 49512

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