Jason Leder has been Managing Member/Chief Investment Officer/Chief Compliance Officer of Leder Fiduciary Capital since September 2016, is a control person of the firm and directly owns 75% or more of it. Jason Leder holds an MBA from Columbia University and a BBA in Finance from the University of Texas at Austin.
Leder Fiduciary Capital LLC is a Bellaire, TX firm with $121M under management, 31 clients and 1 adviser in one office, as of its April 2026 filing.
Jason Leder is Chief Investment Officer of Leder Fiduciary Capital. Previously he was a Portfolio Manager with the Invesco/Van Kampen Value Opportunities Fund and the Invesco/Van Kampen Comstock Fund, serving as Senior Portfolio Manager and Managing Director at both Invesco and Van Kampen. Before that he was a Securities Analyst at Salomon Brothers, Fidelity Management and Research, Gabelli & Company, and Austin, Calvert and Flavin.
Jason Leder’s longest registration is the current one, 9 years at Leder Fiduciary Capital since 2016. Before joining Leder Fiduciary Capital in 2016, Jason Leder was registered through Invesco Advisers, Inc. and Van Kampen Advisors Inc.
- Leder Fiduciary Capital LLCCurrent– present · 9 yearsBellaire, TX · Adviser representative · Firm CRD 285490
- Invesco Advisers, Inc.– · 4 yearsAtlanta, GA · Adviser representative · Firm CRD 105360
- Van Kampen Advisors Inc– · 8 yearsHouston, TX · Adviser representative · Firm CRD 104703
Professional designations
Listed by Leder Fiduciary Capital
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Jason Leder is registered as an investment adviser representative in Texas, since November 2016.
- TexasSince 17 November 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 3 June 1994 |
| Series 7 | General Securities Representative Examination | 3 December 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Solomon Leder
- CRD
- 2384290
- Firm
- Leder Fiduciary Capital · CRD 285490
- Role
- Managing Member/Chief Investment Officer/Chief Compliance Officer
- Office
- 6300 WEST LOOP SOUTH, SUITE 280, Bellaire, TX 77401
- Registration
- Investment adviser registration
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lederfidcap.com
Where does Jason Leder work?
Jason Leder has been Managing Member/Chief Investment Officer/Chief Compliance Officer of Leder Fiduciary Capital LLC since September 2016, and is a control person of the firm.
Is Jason Leder a financial advisor?
Yes. Jason Leder has a current investment-adviser registration in Texas, through Leder Fiduciary Capital since November 2016.
How many years of experience does Jason Leder have?
Jason Leder has 23 years in the financial industry, since January 2003, across 3 adviser firms.
What exams has Jason Leder passed?
Jason Leder has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in December 1993. FINRA credited Jason Leder with the SIE, which began in October 2018.
Where did Jason Leder work before Leder Fiduciary Capital?
Before Leder Fiduciary Capital, Jason Leder was registered through Invesco Advisers, Inc., June 2010 to April 2015; Van Kampen Advisors Inc, June 2001 to June 2010.
Where is Jason Leder based?
Jason Leder’s registered office is in Bellaire, TX.
Is Jason Leder registered with FINRA?
No. Jason Leder has no current broker registration.
Is Jason Leder a CFA charterholder?
Leder Fiduciary Capital lists Jason Leder with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Jason Leder’s record?
Search CRD 2384290 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Leder’s full registration record.