Jose Dejesus Cervantes
Investment adviser representative at Easterly Investment Partners LLC
16 yearsExperience
2 statesRegistered in
$2.8BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Easterly Investment Partners LLCApr 2026 to now
- Easterly Securities LLC & Easterly Asset Management LPMar 2025 to now
- Advisors Asset Management, IncAug 2010 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (IL, MA).
Easterly Investment Partners LLC
$2.8BAssets managed
211Clients
7Advisers
7 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
- 4122167
- Firm CRD
- 299607