Jerome P Ballesteros

Vice President, Private Bank Private Client Associate

Professional Profile

Jerome Ballesteros is a Vice President and Private Client Associate at Bank of America Private Bank, in Los Angeles, California. An integral part of his approach is to help build and enhance meaningful relationships with multiple generations of high-net-worth individuals, families, and family offices.

He also takes great satisfaction in his ability to assist business owners with their pre- and post-transition wealth structuring needs. Addressing both sides of their balance sheets, Jerome takes an integrated view of all of their resources to help develop well-thought-out options to meet their custom credit and commercial lending needs. Additionally, he has a depth of experience supporting the needs of clients who are looking to diversify their investment portfolios with commercial real estate.

To aid him in addressing clients’ complex priorities, Jerome draws not only on his own knowledge, but also on a dedicated team of specialists. Together, they look to design and implement tailored wealth management strategies in trust and estate planning services, investment management, charitable giving and customized banking and lending solutions.

Jerome joined Bank of America Private Bank (formerly U.S. Trust) in 2018 with 11 years of banking experience. Over the course of his career, he has held roles as vice president, small business client manager at Bank of America and vice president, business banking officer at U.S. Bank. Jerome earned his Bachelor’s degree in business administration from the University of California, Riverside and his M.B.A. with a concentration in finance from the Graziadio Business School at Pepperdine University.

Jerome resides in Pasadena and is a member of the Pepperdine Alumni Association. His hobbies include traveling, hiking, scuba diving, and competing in triathlons.

EDUCATION

  • Pepperdine Graziadio School of Business and Management

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.