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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Labrum is a financial advisor who has been in the industry since 1999. Jason holds the Series 7 and Series 66 licenses, and is a Certified Financial Planner. Jason is currently registered with Intelligence Driven Advisers, LLC in Carlsbad, CA. Jason has previously been registered with a number of other firms, including Gradient Securities, LLC, Waveland Capital Partners LLC, and Morgan Stanley Smith Barney. Jason specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Jason is also involved in real estate investing.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Intelligence Driven Advisers, LLC (CARLSBAD CA)
CA
02/29/2012 - 11/11/2014
GRADIENT SECURITIES, LLC (CARLSBAD CA)
CA
08/30/2010 - 02/29/2012
WAVELAND CAPITAL PARTNERS LLC (CARLSBAD CA)
CA
09/11/2009 - 08/30/2010
PURSHE KAPLAN STERLING INVESTMENTS (CARLSBAD CA)
CA
06/01/2009 - 09/28/2009
MORGAN STANLEY SMITH BARNEY (CARLSBAD CA)
CA
10/31/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CARLSBAD CA)
NY
02/04/1999 - 11/10/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/21/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2014
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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