Founder & CEO · Intelligence Driven Advisers, LLC
Jason R. Labrum
CRD 3129980 · Named on Form ADV at one SEC-registered adviser
At a glance
Intelligence Driven Advisers, LLC, an SEC-registered wealth manager based in Carlsbad, CA with $882 million in regulatory assets, lists Jason R. Labrum on its Form ADV as Founder & CEO, a control person.
Firms and roles
- Intelligence Driven Advisers, LLCFounder & CEOWealth manager · Carlsbad, CA · $882M in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Alex KlingensmithPresident, Intelligence Driven Advisers, LLC
- Jordie E. CzapinskiChief Compliance Officer, Intelligence Driven Advisers, LLC
- Kristin SkevingtonCFO, Intelligence Driven Advisers, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.