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Cropped jason labrum

Jason Labrum

AIF®, CFP®
Labrum Wealth Management
Carlsbad, CA
Serving clients with undivided loyalty as a fiduciary. Ask me what that means.

Meet Jason

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Introduction - Jason Labrum
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Fiduciary vs Suitability - Jason Labrum
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The 4% Difference - Jason Labrum
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A Better Investment Strategy - Jason Labrum
Video Transcripts

Jason Labrum is the founder and CEO of Labrum Wealth Management. Jason is also the host of Financial Detox radio show and soon-to-be author of "Financial Detox – Cleanse Your Mind and Money to Achieve Financial Independence and Manage Your Wealth for Maximum Life Impact." He has been helping individuals, families, and businesses with financial planning, portfolio management, and business retirement plans since 1998, and is a multi-year winner of…

Jason Labrum is the founder and CEO of Labrum Wealth Management. Jason is also the host of Financial Detox radio show and soon-to-be author of "Financial Detox – Cleanse Your Mind and Money to Achieve Financial Independence and Manage Your Wealth for Maximum Life Impact." He has been helping individuals, families, and businesses with financial planning, portfolio management, and business retirement plans since 1998, and is a multi-year winner of the 5 Star Advisor award and Top 250 Advisors by Worth Magazine. After two six-year stints at major Wall Street firms, Jason founded Labrum Wealth Management in 2009, in Carlsbad, CA, and since then the firm has experienced growth of over 300%. Labrum Wealth Management serves clients throughout the country and has offices in Carlsbad, CA, Temecula, CA, and Mission Valley, CA.

Jason is a CERTIFIED FINANCIAL PLANNER™ and holds the AIF® (Accredited Investment Fiduciary designation). Dedicated to serving clients in a fiduciary capacity, serving the best interest of clients, and furthering consumer education around the areas of behavioral finance, Jason speaks regularly on the topics of Financial Planning and Investing, and has served on the Board of Directors for the Carlsbad Boys & Girls Club since 2003. In his free time Jason enjoys nearly every outdoor activity, but skiing, golfing, and surfing especially. Jason resides in San Diego with his wife and two boys.


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Alternative investments
Personal lending
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
AIF® - Accredited Investment Fiduciary®

Education

Bachelors
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