Jason Goosen is a registered investment advisor at Rapids Financial LLC, based in Kentwood, MI, with 7 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Location
3960 Broadmoor Avenue Southeast, Kentwood, MI, 49512
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason works as an Uber driver since 2019, dedicating a few hours per week. He is also an independent insurance agent since 2022, providing term life insurance options, but spends minimal time on this. Finally, Jason works as an office assistant for Brohl Tax & Accounting, PLLC, taking about half of his time.
Employment History
Current Registrations
Rapids Financial LLC
Previous Registrations
Mutual Advisors, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.