Jason Labrum has been Founder & CEO of Intelligence Driven Advisers since November 2018, is a control person of the firm and directly owns under 5% of it. Jason Labrum holds a Bachelor's degree from San Diego State University.
Intelligence Driven Advisers, LLC is a Carlsbad, CA firm with $882M under management, 660 clients and 11 advisers across 2 offices, as of its March 2026 filing.
Jason Labrum is Founder and CEO of Intelligence Driven Advisers, based in Carlsbad, CA. His career in financial services began in 1998, and after 12 years with two major Wall Street brokerage firms he founded Intelligence Driven Advisers in 2009. In 2015 he launched Financial Detox®, a consumer advocacy brand that includes a book, a radio show and a podcast.
Jason Labrum’s longest registration was 8 years at Labrum Wealth Management, LLC (2010–2019). Before joining Intelligence Driven Advisers in 2019, Jason Labrum was registered through Labrum Wealth Management, LLC and Labrum Capital Advisors, LLC.
- – present · 7 yearsCarlsbad, CA · Adviser representative · Firm CRD 299589
- Labrum Wealth Management, LLC– · 8 yearsCarlsbad, CA · Adviser representative · Firm CRD 150734
- Labrum Capital Advisors, LLC– · under a yearCarlsbad, CA · Adviser representative · Firm CRD 150734
- Morgan Stanley Smith Barney LLC– · under a yearCarlsbad, CA · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 5 yearsCarlsbad, CA · Adviser representative · Firm CRD 7059
- Merrill Lynch Pierce Fenner & Smith Inc.– · 6 yearsCarlsbad, CA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Intelligence Driven Advisers
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Jason Labrum is registered as an investment adviser representative in California, since January 2019.
- CaliforniaSince 4 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 May 1999 |
| Series 7 | General Securities Representative Examination | 3 February 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Richard Labrum
- CRD
- 3129980
- Firm
- Intelligence Driven Advisers · CRD 299589
- Role
- Founder & CEO
- Office
- 2792 GATEWAY ROAD, Carlsbad, CA 92009
- Registration
- Investment adviser registration
- In the industry since
- December 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- idawealth.com
Where does Jason Labrum work?
Jason Labrum has been Founder & CEO of Intelligence Driven Advisers, LLC since November 2018, and is a control person of the firm.
Is Jason Labrum a financial advisor?
Yes. Jason Labrum has a current investment-adviser registration in California, through Intelligence Driven Advisers since January 2019.
How many years of experience does Jason Labrum have?
Jason Labrum has 28 years in the financial industry, since December 1997, across 5 adviser firms.
What exams has Jason Labrum passed?
Jason Labrum has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 1999. FINRA credited Jason Labrum with the SIE, which began in October 2018.
Where did Jason Labrum work before Intelligence Driven Advisers?
Before Intelligence Driven Advisers, Jason Labrum was registered through Labrum Capital Advisors, LLC, September 2009 to December 2009; Morgan Stanley Smith Barney LLC, June 2009 to September 2009; Citigroup Global Markets Inc., October 2003 to June 2009; Merrill Lynch Pierce Fenner & Smith Inc., July 1997 to November 2003.
Where is Jason Labrum based?
Jason Labrum’s registered office is in Carlsbad, CA.
Is Jason Labrum registered with FINRA?
No. Jason Labrum has no current broker registration.
Is Jason Labrum a CFP?
Intelligence Driven Advisers lists Jason Labrum with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jason Labrum’s record?
Search CRD 3129980 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Labrum’s full registration record.
