JL
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
881 clients
Average Client Portfolio
$940K average
Assets Under Management
$828.2M
Fee Structure
Minimum Annual Fee:$10,000
Financial Plan Fee:$2,500 - $10,000
Hourly Rate:$175 - $675/hr
Financial planning fees range from $2,500 to $10,000 as a one-time fixed fee, or $175 to $675 per hour. These rates are negotiable. The firm requires a minimum annual investment management fee of $10,000, but this may be negotiable or waived in certain circumstances. For accounts under $1,000,000, the minimum fee charged will equate to more than 1.25%.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
2792 Gateway Road, Carlsbad, CA, 92009
Get directionsRegulatory History (1)
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Customer Dispute
November 2000Denied
Other Business ActivitiesSells Insurance
Jason is the Founder and CEO of Intelligence Driven Insurance Solutions, an insurance agency, dedicating about 10-20% of his time to insurance sales. He is also a member of JADL, LLC, a real estate holding company, and a managing member of Invictus Real Estate Partners, LLC, a real estate management firm, spending a few hours per week on the latter.
Employment History
Current Registrations
Intelligence Driven Advisers, LLC
January 2019 - Present · 7 yrs
Previous Registrations
Labrum Wealth Management, LLC
June 2010 - March 2019 · 8 yrs 9 mos
Labrum Capital Advisors, LLC
September 2009 - December 2009 · 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2009 · 3 mos
Citigroup Global Markets INC.
October 2003 - June 2009 · 5 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 1997 - November 2003 · 6 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.