Jason R. Labrum

INTELLIGENCE DRIVEN ADVISERS

Carlsbad, CA 92009

Some features on this profile are disabled

CRD#: 3129980

Professional summary

Jason Richard Labrum, AIF®, CFP®, who also goes by Jason R Labrum, is a registered financial advisor currently at INTELLIGENCE DRIVEN ADVISERS, LLC located in Carlsbad, California.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jason has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason R Labrum

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) INTELLIGENCE DRIVEN INSURANCE SOLUTIONS; Investment Related; 2792 Gateway Road, Carlsbad CA 92009; Insurance Agency - Insurance Sales; Insurance Agent; Founder and CEO; 9/2009; 30 Hrs/Mo; 30 Hrs/Mo During Trading Hours; ; primary duties involve meeting with clients to understand their insurance needs and making recommendations for life insurance and/or fixed annuities to help individuals and families secure financial protection and plan for the future. 2) JADL, LLC; Investment Related; 2792 Gateway Road, Carlsbad, CA 92009; Real Estate Holding Company; Member; 4/2014; 0 Hrs/Mo; 0Hrs/Mo During Trading Hours; primary duties involve acquiring and financing real estate assets, managing these properties, leasing to tenants, and developing a long-term strategy to maximize growth opportunities. 3) INVICTUS REAL ESTATE PARTNERS, LLC ("RE PARTNERS"); Investment Related; 2792 Gateway Road, Carlsbad, CA 92009; Real Estate Management Firm & Managing Member Of Invictus Total Return Real Estate Fund 1; Managing Member; 10 Hrs/Mo; 10 Hrs/Mo During Trading Hours; primary duties include raising capital, developing investment strategies, acquiring and managing real estate assets, complying with regulations, and reporting to investors.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Richard Labrum's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

January 4, 2019 - Present

INTELLIGENCE DRIVEN ADVISERS, LLC

Office #1: 2792 Gateway Road, Carlsbad, CA 92009

RIA

CRD#: 299589

Carlsbad, CA

Past

February 29, 2012 - November 11, 2014

GRADIENT SECURITIES, LLC

CRD#: 127701

CARLSBAD, CA

Past

August 30, 2010 - February 29, 2012

WAVELAND CAPITAL PARTNERS LLC

CRD#: 40054

CARLSBAD, CA

Past

June 23, 2010 - March 1, 2019

LABRUM WEALTH MANAGEMENT, LLC

RIA

CRD#: 150734

CARLSBAD, CA

Past

September 11, 2009 - December 31, 2009

LABRUM WEALTH MANAGEMENT, LLC

RIA

CRD#: 150734

CARLSBAD, CA

Past

September 11, 2009 - August 30, 2010

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

CARLSBAD, CA

Past

June 1, 2009 - September 28, 2009

MORGAN STANLEY

RIA

CRD#: 149777

CARLSBAD, CA

Past

June 1, 2009 - September 28, 2009

MORGAN STANLEY

CRD#: 149777

CARLSBAD, CA

Past

October 31, 2003 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

CARLSBAD, CA

Past

October 31, 2003 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

CARLSBAD, CA

Past

February 4, 1999 - November 10, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 8, 1997 - November 10, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CARLSBAD, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTELLIGENCE DRIVEN ADVISERS, LLC

FINANCIAL DETOX | INTELLIGENCE DRIVEN INSURANCE SOLUTIONS | INTELLIGENCE DRIVEN ADVISERS, LLC | IDA WEALTH | FUTUREADY 401(K)

CRD#: 299589 / SEC#: 801-114418

RIA

Registered Investment Advisory firm - (12/17/2018 Approved)

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

California
(1/4/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/21/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/11/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/3/1999

General Securities Representative Examination

Current Firm

INTELLIGENCE DRIVEN ADVISERS, LLC

FINANCIAL DETOX | INTELLIGENCE DRIVEN INSURANCE SOLUTIONS | INTELLIGENCE DRIVEN ADVISERS, LLC | IDA WEALTH | FUTUREADY 401(K)

CRD#: 299589 / SEC#: 801-114418

RIA

Registered Investment Advisory firm - (12/17/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2792 Gateway Road, Carlsbad, CA 92009

Mailing Address

Phone number

(888) 401-2083

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IDA FORM ADV PART 2A DATED SEPTEMBER 1, 2025 (9/11/2025)

Regulatory assets under management

Total Number of Accounts	879
AUM (Assets Under Management)	$ 828,210,292

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.

Similar Advisors

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

IAR

San Diego, CA

Lorenzo Lucas

J.P. MORGAN SECURITIES LLC

La Jolla, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason R. Labrum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Richard Labrum's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT SECURITIES, LLC

WAVELAND CAPITAL PARTNERS LLC

LABRUM WEALTH MANAGEMENT, LLC

LABRUM WEALTH MANAGEMENT, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

INTELLIGENCE DRIVEN ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/21/1999

SIE

Date: 11/11/2014

Series 7

Date: 2/3/1999

Current Firm

INTELLIGENCE DRIVEN ADVISERS, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTELLIGENCE DRIVEN ADVISERS, LLC

TRUST BUT VERIFY

Similar Advisors