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RIA / WealthAdvisor11 years in industry

JASON RUSSELL GOOD

Advisor at PERENNIAL FINANCIAL SERVICES

Boise, ID | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:0199aaed-529c-7a44-707f-4be3824cda18

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 1, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PERENNIAL FINANCIAL SERVICES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 31, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 31, 2015
First registration: Apr 1, 2015
Dual registered: no
IAPD individual key: 6354476

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PERENNIAL FINANCIAL SERVICES	Independent wealth	Jul 16, 2020	n/a	yes	Boise, ID\|LOS ANGELES, CA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 14, 2018	Jul 28, 2020	no	BOISE, ID	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Nov 20, 2015	Feb 14, 2018	no	BOISE, ID	Previous registration
TRICOR ADVISORY SERVICES, LLC	Former SEC adviser	Apr 1, 2015	Nov 23, 2015	no	LAS VEGAS, NV	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	PERENNIAL FINANCIAL SERVICES	Jul 28, 2020	Jul 16, 2020	-12	Firm change	Ibd to RIA
INVEST FINANCIAL CORPORATION	LPL FINANCIAL LLC	Feb 14, 2018	Feb 14, 2018	0	Bulk transfer	Other
TRICOR ADVISORY SERVICES, LLC	INVEST FINANCIAL CORPORATION	Nov 23, 2015	Nov 20, 2015	-3	Firm change	Other

Relationships

Registered with (4)

→ PERENNIAL FINANCIAL SERVICESRegistered adviserregistration: current employment
Jul 16, 2020 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 14, 2018 to Jul 28, 2020factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Nov 20, 2015 to Feb 14, 2018factForm ADV
→ TRICOR ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 1, 2015 to Nov 23, 2015factForm ADV

Dated events

No dated event names this entity yet.