John Cervantes, CFA
Comprehensive Wealth Management, Built Around You
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Serving Clients Nationwide
Comprehensive Wealth Management, Built Around You
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Income Planning
- Tax-Aware Retirement Income Coordination
- Taxes
About John Cervantes, CFA
John Cervantes is a Partner and Senior Investment Advisor at Prime Capital Financial, where he leverages over 17 years of experience advising and managing investment portfolios for families of high and ultra-high net worth.Before joining Prime Capital, John served as a Senior Investment Advisor at Texas Capital Bank, where he was also a voting member of the bank’s Investment Strategy Committee. Prior, he held the position of Senior Investment Manager at Merrill Lynch, managing $1.25 billion in client assets for one of the largest wealth management practices in the country. In this role, John managed a suite of investment strategies, focusing on U.S. Value Equity and Global Asset Allocation. He also developed the team’s Private Equity processes, including fund selection and client allocations.
John began his career at JPMorgan Chase before transitioning to USAA. He holds the Chartered Financial Analyst® designation and earned his BBA in Finance from the University of Texas at San Antonio.
John resides in San Antonio, Texas with his wife, Kaycee, and their two children, Edee and John Kelly.
Professional Designations
- Chartered Financial Analyst (CFA)
Affiliations
-
CFA Institute
- The AGC
Primary Location
7373 Broadway, Suite 107, San Antonio, TX 78209
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We'll schedule time to get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Prime Capital Financial
Prime Capital Financial of San Antonio is a boutique wealth management firm serving individuals, families, and business owners. We offer personalized investment management and comprehensive financial planning, built from the ground up for each client, not pulled from a shelf.Our team brings together decades of experience across some of the most demanding environments in wealth management; institutional depth, delivered in a boutique setting, is what defines the experience we provide.
We take a holistic view of each client's financial life, from complex retirement distribution strategies and Roth conversion planning to estate planning support and Social Security optimization. We also work with business owners and institutions on retirement plan consulting and financial wellness programs.
What sets us apart is how seriously we take the transition into and through retirement. The decisions made in the years just before and after leaving work carry outsized consequences. Getting them right requires more than a standard investment plan. It requires coordination across taxes, income, investments, and legacy. That's the work we do every day.
Our office is located in San Antonio, Texas, and we work with clients across Texas and beyond.
What We Offer Our Clients:
✔️ Robust Financial and Retirement Planning
✔️ Traditional investing in individual stocks and bonds via separate account management
✔️ Flexible, customized portfolio management
✔️ Direct communication with the portfolio managers
✔️ Tax efficiency for high net worth investors
✔️ Experienced management team with over 110 years of combined experience
✔️ Consistent, goal-oriented investment strategy with ongoing evaluation of risk tolerance
✔️ Internal collaboration with Prime Capital Tax Advisory for advanced tax planning
Education
The University of Texas at San Antonio, BBA, Finance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Physicians
- Young Families
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