Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
JASON RUSSELL GOOD
CRD#: 6354476
IA
Investment Adviser
B
Previous Broker
PERENNIAL FINANCIAL SERVICESCRD#: 286477 9543W Emerald Street
Suite 207
Boise, ID 83704
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2015 - 2018 (2 years)2 FIRMS2018 - 2020 (2 years)IAPERENNIAL FINANCIAL SERVICES (CRD# 286477)2020 - Present (4 years)BTRICOR FINANCIAL, LLC (CRD# 142518)2014 - 2015 (1 year)IATRICOR ADVISORY SERVICES, LLC (CRD# 141775)2015 - 2015 (<1 year)
License(s)

State Registrations

IA
Idaho 7/15/2020
Current Registration(s)
IA
PERENNIAL FINANCIAL SERVICES (CRD#:286477)
9543W Emerald Street Suite 207, Boise, ID 83704
Registered with this firm since 7/15/2020
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 02/14/2018 - 07/28/2020 LPL FINANCIAL LLC (CRD#:6413) BOISE, ID
B
 02/14/2018 - 07/28/2020 LPL FINANCIAL LLC (CRD#:6413) BOISE, ID
IA
 11/20/2015 - 02/14/2018 INVEST FINANCIAL CORPORATION (CRD#:12984) BOISE, ID
B
 11/20/2015 - 02/14/2018 INVEST FINANCIAL CORPORATION (CRD#:12984) BOISE, ID
IA
 04/01/2015 - 11/23/2015 TRICOR ADVISORY SERVICES, LLC (CRD#:141775) LAS VEGAS, NV
B
 07/11/2014 - 11/23/2015 TRICOR FINANCIAL, LLC (CRD#:142518) MERIDIAN, ID
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.