Jason Richard Labrum

Employer firm

Intelligence Driven Advisers, LLC CRD 299589

$882M regulatory AUM 65 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 03/2019
  Labrum Wealth Management, Llc
  Carlsbad, CA
• 01/2013 → 03/2021
  Lwm Real Estate, Llc
  Carlsbad, CA
• 04/2014 → Present
  Jadl, Llc
  Carlsbad, CA
• 05/2016 → Present
  Invictus Real Estate Partners, Llc
  Carlsbad, CA
• 12/2018 → Present
  Intelligence Driven Advisers, Llc
  Carlsbad, CA

Previous Registrations

• 2010-06-23 → 2019-03-01
  Labrum Wealth Management, Llc
  Carlsbad, CA
• 2009-09-11 → 2009-12-31
  Labrum Wealth Management, Llc
  Carlsbad, CA
• 2009-06-01 → 2009-09-28
  Morgan Stanley
  Carlsbad, CA
• 2003-10-31 → 2009-06-01
  Citigroup Global Markets Inc.
  Carlsbad, CA
  Carlsbad, CA
• 1997-07-08 → 2003-11-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Carlsbad, CA

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  1999-05-21

Designations

• Certified Financial Planner

Other Names

• Jason R Labrum