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Jose Cervantes

Easterly Investment Partners LLC
26 Years of Experience
Westchester, IL
Broker
View SEC Summary
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Jose Cervantes is a registered investment advisor at Easterly Investment Partners LLC, based in Westchester, IL, with 26 years of industry experience. Jose is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 211 clients with $2.8B in assets under management.

Easterly Investment Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
211 clients
Average Client Portfolio
$13.4M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

Fees vary by investment strategy. Small Cap Value: 0.70% on first $25M down to 0.35% on balance. SMID Cap Value: 0.65% on first $25M down to 0.30% on balance. All Cap Value: 0.70%. Focused Value: 0.95%. Global Real Estate: 0.70% on first $50M, 0.60% on next $50M, 0.50% over $100M. US Real Estate: 0.50%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Westchester, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Easterly Investment Partners LLC
April 2026 - Present · 6 mos
Easterly Securities LLC
March 2025 - Present · 1 yr 7 mos
Easterly Securities LLCBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Advisors Asset Management, INC.Broker
August 2010 - March 2025 · 14 yrs 7 mos
Advisors Asset Management, INC.
August 2010 - March 2025 · 14 yrs 7 mos
Goldman, Sachs & CO.Broker
November 2009 - September 2010 · 10 mos
Claymore Securities, INC.Broker
September 2005 - June 2009 · 3 yrs 9 mos
Claymore Advisors, LLC
September 2005 - November 2008 · 3 yrs 2 mos
Chase Investment Services CORP.
July 2005 - September 2005 · 2 mos
Chase Investment Services CORP.Broker
July 2005 - September 2005 · 2 mos
Banc One Securities Corporation
June 2005 - July 2005 · 1 mo
Banc One Securities CorporationBroker
March 2005 - July 2005 · 4 mos
Goldman, Sachs & CO.Broker
January 2001 - March 2005 · 4 yrs 2 mos
Pruco Securities CorporationBroker
February 2000 - January 2001 · 11 mos
State Registrations13 states
IAILINKSMAMIMNMONDNEOHSDWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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