Jonathan E. Lederer

MISSION CREEK CAPITAL PARTNERS

San Francisco, CA 94105

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CRD#: 2637954

Professional summary

Jonathan Evin Lederer, who also goes by Jon Lederer, is a registered financial advisor currently at MISSION CREEK CAPITAL PARTNERS, INC. located in San Francisco, California.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jonathan has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Lederer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Evin Lederer's CRS (Customer Relationship Summary).

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

March 15, 2022 - Present

MISSION CREEK CAPITAL PARTNERS, INC.

Office #1: 101 Mission Street, Suite 1750, San Francisco, CA 94105

RIA

CRD#: 151514

San Francisco, CA

Past

June 20, 2005 - December 31, 2017

LEDERER PRIVATE WEALTH MANAGEMENT, LLC

RIA

CRD#: 134715

SACRAMENTO, CA

Past

July 3, 2002 - February 1, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

July 27, 1998 - July 19, 2000

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MISSION CREEK CAPITAL PARTNERS, INC.

CARA CAPITAL PARTNERS | MISSION CREEK CAPITAL PARTNERS, INC. | CARA CAPITAL PARTNERS, INC

CRD#: 151514 / SEC#: 801-112835

RIA

Registered Investment Advisory firm - (4/16/2018 Approved)

California

Registered Investment Advisory firm - (4/15/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(3/15/2022)

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: 7/31/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/24/1998

General Securities Representative Examination

Current Firm

MISSION CREEK CAPITAL PARTNERS, INC.

CARA CAPITAL PARTNERS | MISSION CREEK CAPITAL PARTNERS, INC. | CARA CAPITAL PARTNERS, INC

CRD#: 151514 / SEC#: 801-112835

RIA

Registered Investment Advisory firm - (4/16/2018 Approved)

California

Registered Investment Advisory firm - (4/15/2018 Terminated)

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Contact information

Main Address

101 Mission Street, Suite 1750, San Francisco, CA 94105

Mailing Address

Phone number

(415) 363-0400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MISSION_CREEK_ADV_PART_2A_03_2024 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,343
AUM (Assets Under Management)	$ 630,446,566

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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Jonathan E. Lederer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Evin Lederer's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSION CREEK CAPITAL PARTNERS, INC.

LEDERER PRIVATE WEALTH MANAGEMENT, LLC

MORGAN STANLEY DW INC.

BANC OF AMERICA SECURITIES LLC

Primary Firm SEC Registration

MISSION CREEK CAPITAL PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/31/1998

Series 7

Date: 7/24/1998

Current Firm

MISSION CREEK CAPITAL PARTNERS, INC.

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MISSION CREEK CAPITAL PARTNERS, INC.

TRUST BUT VERIFY

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