John Cervantes's Location
San Antonio, Texas, United States
John Cervantes's Work
- Senior Vice President, Investment Advisor @ Texas Capital Bank
- Senior Investment Manager, AVP @ Merrill Lynch
- Financial Advisor @ USAA
- Personal Banker @ JPMorgan Chase Bank
John Cervantes's Education
- The University of Texas at San Antonio
BBA (Finance)
2003 - 2007
John Cervantes's Skills
- Series 63
- Financial Modeling
- Modern Portfolio Theory
- Equity Valuation
- Series 6
- Series 65
- Retirement Income Strategies
- Asset Allocation
- Corporate Finance
- Series 7
John Cervantes's Summary
John Cervantes, based in San Antonio, Texas, United States, is currently a Senior Vice President, Investment Advisor at Texas Capital Bank, bringing experience from previous roles at Merrill Lynch, USAA and JPMorgan Chase Bank. John Cervantes holds a 2003 - 2007 BBA in Finance @ The University of Texas at San Antonio. With a robust skill set that includes Series 63, Financial Modeling, Modern Portfolio Theory, Equity Valuation, Series 6 and more, John Cervantes contributes valuable insights to the industry. John Cervantes has 2 emails on RocketReach.
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