Jason Lefton

Jason Lefton is a Partner at Evoke Advisors in Los Angeles, CA, where he leverages more than two decades of experience in financial services, specializing in trading, research, and advanced portfolio management. As part of Evoke’s investment team, Lefton develops and implements sophisticated investment strategies and oversees client portfolios, focusing on asset allocation to achieve optimal results aligned with client objectives. He is recognized for his independent advisory approach and deep expertise in navigating complex market dynamics.

Lefton's investment focus primarily spans equities, fixed income, and alternative investments, with a particular emphasis on diversified portfolio construction and risk management for high-net-worth individuals and family offices. His background in both private wealth management and institutional advisory allows him to address complex investment needs across sectors such as technology, consumer markets, and real assets.

Previously, Lefton held senior roles at First Republic Bank, including Senior Vice President at First Republic Private Wealth Management, where he provided tailored investment solutions and contributed to notable growth post-acquisition of Luminous Capital. He earned his MBA in Finance from the University of Michigan’s Ross School of Business and holds a BA in Political Science from the same institution, underscoring his expertise in both financial and strategic decision making. Throughout his career, Lefton has been noted for advancing innovative investment research and consistently exceeding performance benchmarks for his clients.