J

Jason Labrum's
email & phone

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Current Position:

Founder & CEO at IDA Wealth

Experience:

27 years

Location:

Carlsbad, California, United States

How to contact Jason Labrum

Last updated:2024-10-28
emaill**@idawealth.com
phone+1-***-***-5833
Skype
Instagram

Work Experience

Founder & CEO at IDA Wealth

Mar 2021 - Current

Founder & President (Formerly Labrum Wealth Management) at IDA Wealth

Sep 2009 - Mar 2021

Vice President - Wealth Management at Morgan Stanley

Oct 2003 - Sep 2009

Certified Financial Manager at Merrill Lynch

Jun 1998 - Oct 2003

Education

Bachelors' at San Diego State University-California State University

Associate's degree at Santa Barbara City College

Current Company Information IDA Wealth

Name: IDA Wealth

Speciality: Investment Management, Financial Planning, Retirement Income Planning, Company 401(k) Plans, Asset Management, Tax & Estate Mangement, Fiduciary Wealth Management Services, Tax Planning, Asset Backed Lending

Location: Carlsbad, California, United States

Employees: 10-50

HQ Phone: (888) 401-2083

Email: info@www.idawealth.com

Description: IDA is a full time fiduciary, process-driven, independent wealth management firm focused on delivering tailored financial solutions to high net worth individuals, families, and bus...

Frequently Asked Questions

How long has Jason Labrum been working as a Founder & CEO?

Jason Labrum's total experience in various companies as a Founder & CEO 4 years 8 months.

What is Jason Labrum's minimum period of employment in the companies?

Jason Labrum's minimum period of employment in various companies is 5 years 4 months.

What is Jason Labrum's average duration of employment for different companies?

On average, Jason Labrum works for one company for 7 years 7 months

What industries has Jason Labrum worked in?

Jason Labrum works in the Financial Services.

What positions has Jason Labrum held before?

Previously, Jason Labrum worked as a Founder & President (Formerly Labrum Wealth Management), and Vice President - Wealth Management, and Certified Financial Manager.

How do I contact Jason Labrum?

Jason Labrum's email address is l**@idawealth.com, phone number is +1-***-***-5833. Sign up to get contact details.

Who is the President/CEO/Director of the IDA Wealth?

The President/CEO/Director of the IDA Wealth is Shanda Mansperger

Who are Jason Labrum's peers at other companies?

Jason Labrum's peers at other companies are Srinivasa Reddy and Khadis Aliev and Arnaud Perez
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Other employees at IDA Wealth

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D
Client Services Manager
N
Associate Wealth Adviser
A
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E
Senior Tax Manager
T
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D
Client Services Manager
S
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