Unclaimed Profile

Jason Richard Labrum

INTELLIGENCE DRIVEN ADVISERS, LLC·CARLSBAD, California

SIE, Series 7, Series 66CFP29 years registeredINTELLIGENCE DRIVEN ADVISERS, LLC

2792 GATEWAY ROAD, CARLSBAD, CA 92009CRD# 3129980Firm CRD# 299589

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Richard Labrum · CARLSBAD, CA

Registration

CRD #3129980 · INTELLIGENCE DRIVEN ADVISERS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

INTELLIGENCE DRIVEN ADVISERS, LLC

Jan 2019 – present

LABRUM WEALTH MANAGEMENT, LLC

Jun 2010 – Mar 2019

CARLSBAD, CA

LABRUM CAPITAL ADVISORS, LLC

Sep 2009 – Dec 2009

CARLSBAD, CA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Sep 2009

CARLSBAD, CA

CITIGROUP GLOBAL MARKETS INC.

Oct 2003 – Jun 2009

CARLSBAD, CA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jul 1997 – Nov 2003

CARLSBAD, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 8, 1997

Years registered · 29

Professional designation · CFP

Disclosure History

2000Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INTELLIGENCE DRIVEN ADVISERS, LLC

CRD 299589 · SEC 801-114418

AUM

$978M

Regulatory assets under management

Employees

1,002 client accounts

Services offered by INTELLIGENCE DRIVEN ADVISERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at INTELLIGENCE DRIVEN ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Richard Labrum offer?

Jason Richard Labrum specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARLSBAD, California for a consultation.

What are Jason Richard Labrum's credentials?

Jason Richard Labrum holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason Richard Labrum located?

Jason Richard Labrum is based in CARLSBAD, California, working with INTELLIGENCE DRIVEN ADVISERS, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Jason Richard Labrum charge for services?

Jason Richard Labrum's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTELLIGENCE DRIVEN ADVISERS, LLC?

INTELLIGENCE DRIVEN ADVISERS, LLC has approximately 17 employees and manages $978M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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