Jason S. Leder

LEDER FIDUCIARY CAPITAL LLC

Bellaire, TX 77401

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CRD#: 2384290

Professional summary

Jason Solomon Leder, who also goes by Jason Leder, is a registered financial advisor currently at LEDER FIDUCIARY CAPITAL LLC located in Bellaire, Texas.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jason has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Leder

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

JASON LEDER; NOT INVESTMENT RELATED; 4907 PINE, BELLAIRE TEXAS, 77401; RENTAL HOUSE; OWNER; START: 02/2004; 01HR/MO, NOT DURING TRADING HOURS; COLLECT RENT AND CALL REPAIRMAN AS NEEDED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Solomon Leder's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 17, 2016 - Present

LEDER FIDUCIARY CAPITAL LLC

Office #1: 6300 West Loop South Suite 280, Bellaire, TX 77401

RIA

CRD#: 285490

Bellaire, TX

Past

June 4, 2010 - April 30, 2015

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

ATLANTA, GA

Past

June 1, 2010 - April 30, 2015

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

June 18, 2001 - June 3, 2010

VAN KAMPEN ADVISORS INC

RIA

CRD#: 104703

HOUSTON, TX

Past

October 20, 1995 - June 1, 2010

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

Past

December 6, 1993 - April 7, 1995

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/17/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/3/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/30/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/3/1993

General Securities Representative Examination

Current Firm

LEDER FIDUCIARY CAPITAL LLC

LEDER FIDUCIARY CAPITAL LLC | LEDER FIDUCIARY CAPITAL, LLC

CRD#: 285490 / SEC#:

Texas

Registered Investment Advisory firm - (11/17/2016 Approved)

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Contact information

Main Address

6300 West Loop South Suite 280, Bellaire, TX 77401

Mailing Address

Phone number

(713) 870-9516

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	32
AUM (Assets Under Management)	$ 104,872,301

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason S. Leder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Solomon Leder's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEDER FIDUCIARY CAPITAL LLC

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

VAN KAMPEN ADVISORS INC

INVESCO CAPITAL MARKETS, INC.

SALOMON BROTHERS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/3/1994

SIE

Date: 4/30/2015

Series 7

Date: 12/3/1993

Current Firm

LEDER FIDUCIARY CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEDER FIDUCIARY CAPITAL LLC

TRUST BUT VERIFY

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