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Jason Solomon Leder

Leder Fiduciary Capital LLC

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About Jason Solomon Leder

Jason Leder is a financial advisor in Bellaire, Texas with over 20 years of experience. Jason is a Chartered Financial Analyst and holds the Series 63, Series 7 and SIE licenses. Jason has been registered with Leder Fiduciary Capital LLC since November 2016. Prior to this, Jason was a registered representative with INVESCO DISTRIBUTORS, INC. and VAN KAMPEN FUNDS INC. Jason's primary focus is on financial planning and portfolio management for both individuals and businesses. Jason has over 90 million dollars in assets under management and is actively involved in the community.

Firm Information

Jason Leder is currently registered with Leder Fiduciary Capital LLC. Leder Fiduciary Capital LLC is an investment advisor registered with the SEC, managing over $91 million in assets. They provide portfolio management services for individuals, businesses, and pension and profit-sharing plans. The firm also offers financial consulting services.

$91.32M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Leder’s Registration & Firm History

TX

11/17/2016 - Present

Leder Fiduciary Capital LLC (BELLAIRE TX)

TX

06/01/2010 - 04/30/2015

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

TX

10/20/1995 - 06/01/2010

VAN KAMPEN FUNDS INC. (HOUSTON TX)

NY

12/06/1993 - 04/07/1995

SALOMON BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/03/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Solomon Leder.
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