Jason Richard Labrum

CFP

Intelligence Driven Advisers, LLC

27 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning

Intelligence Driven Advisers, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

881 clients

Average Client Portfolio

$940K average

Assets Under Management

$828.2M

Fee Structure

Minimum Annual Fee:$10,000

Location

2792 Gateway Road, Carlsbad, CA, 92009

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History

Regulatory History (1)

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Customer Dispute

November 2000

Denied

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Other Business ActivitiesSells Insurance

Jason is the Founder and CEO of Intelligence Driven Insurance Solutions, an insurance agency, dedicating about 10-20% of his time to insurance sales. He is also a member of JADL, LLC, a real estate holding company, and a managing member of Invictus Real Estate Partners, LLC, a real estate management firm, spending a few hours per week on the latter.

Employment History

Current Registrations

Intelligence Driven Advisers, LLC

January 2019 - Present · 7 yrs 1 mo

Previous Registrations

Labrum Wealth Management, LLC

June 2010 - March 2019 · 8 yrs 9 mos

Labrum Capital Advisors, LLC

September 2009 - December 2009 · 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.