Jonathan Evin Lederer
Investment adviser representative at Mission Creek Capital Partners, Inc.
10 yearsExperience
1 stateRegistered in
CFADesignation
$741.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Mission Creek Capital Partners, Inc.Oct 2021 to now
- US Bank Private BankApr 2016 to Sep 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mission Creek Capital Partners, Inc.
$741.6MAssets managed
524Clients
9Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2637954
- Firm CRD
- 151514