TrueAdvisor
TrueAdvisor
JL
CFP
JL
CFP

Jason Labrum

Intelligence Driven Advisers, LLC
28 Years of Experience
Carlsbad, CA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Jason Labrum is a CFP-designated registered investment advisor at Intelligence Driven Advisers, LLC, based in Carlsbad, CA, with 28 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 8 more. Their firm serves 660 clients with $880M in assets under management.

Intelligence Driven Advisers, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
660 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$881.9M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual advisory fee is 1.00% of the value of your portfolio, or up to 1.25% for integrated planning relationships. Subject to a minimum annual fee of $10,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2792 Gateway Road, Carlsbad, CA, 92009

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2000
Denied
View Full SEC ReportHow to Read Disclosures
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 9 mos
Previous Registrations
Labrum Wealth Management, LLC
June 2010 - March 2019 · 8 yrs 9 mos
Labrum Capital Advisors, LLC
September 2009 - December 2009 · 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2009 · 3 mos
Citigroup Global Markets INC.
October 2003 - June 2009 · 5 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 1997 - November 2003 · 6 yrs 4 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Carlsbad, CA →All financial advisors in California →
Jason Labrum - Financial Advisor | TrueAdvisor