Jonathan Evin Lederer

Employer firm

Mission Creek Capital Partners, Inc. CRD 151514

$742M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 09/2021
  Us Bank Private Bank
  Sacramento, CA
• 10/2021 → Present
  Mission Creek Capital Partners, Inc.
  San Francisco, CA

Previous Registrations

• 2005-06-20 → 2017-12-31
  Lederer Private Wealth Management, Llc
  Sacramento, CA

Other Businesses

Name: California State University, Sacramento; Investment-Related: Not investment-related; Address: 6000 J Street, Sacramento, CA 95819; Nature of Business: Education; Position/Title: Lecturer; Start date: 5/2026; Hours monthly: 24 hours; Hours during trading hours: 0 hours; Duties: Teaching financial planning, investments, and corporate finance with a real-world approach

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-07-31

Designations

• Chartered Financial Analyst

Other Names

• Jon Lederer