Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lederer is a financial advisor with over 20 years of experience. Jonathan is currently registered as a Registered Investment Advisor Representative with Mission Creek Capital Partners, Inc. Jonathan also has experience in the financial services industry, having previously worked at Morgan Stanley DW Inc. and Banc of America Securities LLC. Jonathan is a Chartered Financial Analyst and holds Series 7 and Series 63 licenses. Jonathan specializes in providing financial planning, portfolio management, and investment advisory services to individuals, high net worth individuals, charitable organizations, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/01/2025 - Present
Mission Creek Capital Partners, Inc. (SAN FRANCISCO CA)
NY
07/03/2002 - 02/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/27/1998 - 07/19/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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