Jason Labrum
Founder and CEO
Professional Overview
Jason Labrum is an accomplished financial services executive with over 20 years of experience in wealth management and financial advisory. As the Founder and CEO of Intelligence Driven Advisers (IDA), he leverages his deep industry expertise to provide comprehensive financial planning and investment management solutions to high-net-worth individuals and families.
Experience Summary
Current Role
As the Founder and CEO of IDA, Jason is responsible for the overall strategic direction and growth of the firm. He oversees the company's investment management, financial planning, and client service operations, ensuring that clients receive customized, intelligent financial solutions tailored to their unique needs and goals. Under Jason's leadership, IDA has emerged as a respected and trusted financial advisory firm, known for its innovative approach to wealth management.
Career Progression
Prior to founding IDA, Jason held senior wealth management roles at prestigious financial institutions such as Morgan Stanley Smith Barney and Merrill Lynch. As a Vice President at Morgan Stanley Smith Barney, he managed a portfolio of high-net-worth clients, providing comprehensive financial planning and investment management services. Earlier in his career, Jason served as a Certified Financial Manager at Merrill Lynch, where he gained valuable experience in financial analysis and client relationship management.
Academic Background
Jason holds a Bachelor's degree in Business and Communication from San Diego State University and an Associate's degree in Business Administration and Management from Santa Barbara City College. His educational background has provided him with a strong foundation in finance, business operations, and client-centric service delivery.
Areas of Expertise
- Comprehensive wealth management and financial planning
- Investment portfolio construction and management
- Retirement and estate planning
- Tax optimization strategies
- Client relationship management and client service excellence
Professional Impact
Under Jason's leadership, IDA has become a respected and innovative financial advisory firm, known for its client-centric approach and data-driven investment strategies. He has been instrumental in shaping the company's growth, and his deep industry expertise and commitment to client success have been instrumental in IDA's continued success.
Conclusion
With over two decades of experience in the financial services industry, Jason Labrum is a seasoned and respected leader in the wealth management field. As the Founder and CEO of IDA, he is dedicated to providing his clients with personalized, data-driven financial solutions that help them achieve their long-term financial goals and objectives.
