Jason Labrum, Cfp®, Aif®

Jason Labrum, Cfp®, Aif® Email and Phone Number

Founder & CEO at Intelligence Driven Advisers (IDA) @ Intelligence Driven Advisers (IDA)
carlsbad, california, united states
Jason Labrum, Cfp®, Aif®'s Location
Carlsbad, California, United States, United States
About Jason Labrum, Cfp®, Aif®

Jason has been helping individuals, families and businesses with financial planning, portfolio management and business retirement plans since 1998 and holds a bachelor’s degree from San Diego State University. Jason founded Labrum Wealth Management in 2009 after spending 12 years gaining industry experience with two major Wall Street brokerage firms. He is dedicated to serving his clients in a fiduciary capacity, acting in their best interests and dedicating himself to developing loyal relationships with them.Jason has served on the board of the Boys and Girls Club of Carlsbad since 2002 and is active in the community. In 2015 he launched Financial Detox®, a consumer advocacy brand with the mission of delivering transparent and simple financial education to the masses. His radio show can be heard on AM 1170 or FM 96.1When not pursuing his professional endeavors Jason spends time with his family and enjoying skiing, golfing and surfing.Specialties: Portfolio Management, Financial Planning, Wealth Management, Insurance Planning, Tax Planning, Investments.

Jason Labrum, Cfp®, Aif®'s Current Company Details
Intelligence Driven Advisers (IDA)

Intelligence Driven Advisers (Ida)

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Founder & CEO at Intelligence Driven Advisers (IDA)
carlsbad, california, united states
Website:
idawealth.com
Employees:
18
Jason Labrum, Cfp®, Aif® Work Experience Details
  • Intelligence Driven Advisers (Ida)
    Founder & Ceo
    Intelligence Driven Advisers (Ida) Mar 2021 - Present
    6128 Innovation Way, Carlsbad, Ca 92009
  • Intelligence Driven Advisers (Ida)
    Founder & President (Formerly Labrum Wealth Management)
    Intelligence Driven Advisers (Ida) Sep 2009 - Mar 2021
    6128 Innovation Way, Carlsbad, Ca 92009
  • Morgan Stanley Smith Barney
    Vice President - Wealth Management
    Morgan Stanley Smith Barney Oct 2003 - Sep 2009
    Helped clients manage investment portfolios and built custom retirement plans based on each clients specific goals and objectives.
  • Merrill Lynch
    Certified Financial Manager
    Merrill Lynch Jun 1998 - Oct 2003
    Wealth Management

Jason Labrum, Cfp®, Aif® Education Details

Frequently Asked Questions about Jason Labrum, Cfp®, Aif®

What company does Jason Labrum, Cfp®, Aif® work for?

Jason Labrum, Cfp®, Aif® works for Intelligence Driven Advisers (Ida)

What is Jason Labrum, Cfp®, Aif®'s role at the current company?

Jason Labrum, Cfp®, Aif®'s current role is Founder & CEO at Intelligence Driven Advisers (IDA).

What schools did Jason Labrum, Cfp®, Aif® attend?

Jason Labrum, Cfp®, Aif® attended San Diego State University-California State University, Santa Barbara City College.

Who are Jason Labrum, Cfp®, Aif®'s colleagues?

Jason Labrum, Cfp®, Aif®'s colleagues are Brian Peterson, Jennifer Novak, David Reyes, Cfp®, Ea, Aif®, Bingheng Lin, Bow Wheeler, Shanda Mansperger, Rick Labrum.

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