DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jason Richard Labrum

Intelligence Driven Advisers, LLCindependent RIACarlsbad, CaIA-onlyIAPD 3129980

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jason R Labrum

At current firm

0 y

since Jan 12, 2026

In the industry

29 y

since Jul 8, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Founder | CEOreportedidawealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Intelligence Driven Advisers, LLC independent RIA current
since Jan 12, 2026 · Carlsbad, Ca
Labrum Wealth Management, LLC former
Jun 23, 2010 to Mar 1, 2019 · Carlsbad, Ca
Labrum Wealth Management, LLC former
Sep 11, 2009 to Dec 31, 2009 · Carlsbad, Ca
Morgan Stanley wirehouse
Jun 1, 2009 to Sep 28, 2009 · Carlsbad, Ca
Citigroup Global Markets Inc. BD affiliated
Oct 31, 2003 to Jun 1, 2009 · Carlsbad, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jul 8, 1997 to Nov 10, 2003 · Carlsbad, Ca

Moves

a registration end followed by a registration begin elsewhere

Labrum Wealth Management, LLC to Intelligence Driven Advisers, LLC
left Mar 1, 2019, registered Jan 12, 2026 (2509 days) · RIA to RIA · moved with a team
Morgan Stanley to Labrum Wealth Management, LLC
left Sep 28, 2009, registered Sep 11, 2009 (-17 days) · Other
Citigroup Global Markets Inc. to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citigroup Global Markets Inc.
left Nov 10, 2003, registered Oct 31, 2003 (-10 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address