Connect
To Top

Meet Jason Labrum of Labrum Wealth Management in Carlsbad

Today we’d like to introduce you to Jason Labrum.

Jason has been helping individuals, families and businesses with financial planning, portfolio management and business retirement plans since 1998 and holds a bachelor’s degree from San Diego State University. Jason founded Labrum Wealth Management in 2009 after spending 12 years gaining industry experience with two major Wall Street brokerage firms. He is dedicated to serving his clients in a fiduciary capacity, acting in their best interests and dedicating himself to developing loyal relationships with them.

Jason has served on the board of the Boys and Girls Club of Carlsbad since 2002 and is active in the community. In 2015 he launched Financial Detox®, a consumer advocacy brand with the mission of delivering transparent and simple financial education to the masses. His radio show can be heard on AM760 KFMB. When not pursuing his professional endeavors Jason spends time with his family and enjoying skiing, golfing and surfing.

Overall, has it been relatively smooth? If not, what were some of the struggles along the way?
I started as an advisor after a training program in March of 2000 that kicked of what is now known as the lost decade. With markets falling and clients losing money I was still able to grow a business and gain trust and confidence with my clients despite the climate with the stock market.

The perseverance and relentlessness during those times made me successful and helped to shape the firm we are today. We strive to pursue the very BEST for our clients in service and experience with LWM.

Labrum Wealth Management – what should we know? What do you guys do best? What sets you apart from the competition?
We take special care to ensure our clients receive coaching to eliminate the great behavioral blunders many make when it comes to their investments. We are a FULL disclosure firm, more than just a fiduciary. We believe the client should now at all times under all circumstances what their fees are and how WE as a firm are being compensated.

Throughout the 20 years of Jason’s career, he has developed the Financial Detox concept also writing and publishing a book “Financial Detox”. Through this, he has helped thousands achieve financial peace of mind.

What is “success” or “successful” for you?
To me, success is defined by how many people I can help while achieving a balance of faith, family and career and passions.

Pricing:

  • Asset Managemet 1% and below

Contact Info:

  • Address: 6128 Innovation Way Carlsbad Ca 92009
  • Website: Www.labrumwealth.com
  • Phone: 760-402-1978
  • Email: jason@labrumwealth.com
  • Instagram: @labrumwealth
  • Facebook: @labrumwealth
  • Twitter: @jasonlabrum

Getting in touch: SDVoyager is built on recommendations from the community; it’s how we uncover hidden gems, so if you know someone who deserves recognition please let us know here.

Leave a Reply

Your email address will not be published.

More in