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Jason Richard Labrum
Chief Executive Officer at Intelligence Driven Advisers LLC
Profile
Jason Richard Labrum is the founder of Intelligence Driven Advisers LLC, which was founded in 2018.
He holds the title of CEO at the company.
Mr. Labrum also has former experience as a Vice President at Morgan Stanley Smith Barney LLC from 2003 to 2009.
He obtained his undergraduate degree from San Diego State University in 1998.
Jason Richard Labrum active positions
Companies | Position | Start |
---|---|---|
Intelligence Driven Advisers LLC
![]() Intelligence Driven Advisers LLC Investment ManagersFinance Intelligence Driven Advisers LLC (IDA) is a SEC-registered investment advisor and wealth management firm headquartered in Carlsbad, California. The firm was founded by Jason Labrum in 2018 and is majority owned by Labrum Wealth Management LLC. IDA provides a full range of wealth and asset management services for private clients, families, institutions, Native American Nations/Corporations and more. | Chief Executive Officer | 2021-02-28 |
Former positions of Jason Richard Labrum
Companies | Position | End |
---|---|---|
Morgan Stanley Smith Barney LLC
![]() Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Corporate Officer/Principal | 2009-08-31 |
Training of Jason Richard Labrum
San Diego State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Morgan Stanley Smith Barney LLC
![]() Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Finance |
Intelligence Driven Advisers LLC
![]() Intelligence Driven Advisers LLC Investment ManagersFinance Intelligence Driven Advisers LLC (IDA) is a SEC-registered investment advisor and wealth management firm headquartered in Carlsbad, California. The firm was founded by Jason Labrum in 2018 and is majority owned by Labrum Wealth Management LLC. IDA provides a full range of wealth and asset management services for private clients, families, institutions, Native American Nations/Corporations and more. | Finance |
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