Jerome P Ballesteros

Vice President, Private Client Associate

Professional Profile

Jerome Ballesteros is a Vice President and Private Client Associate at Bank of America Private Bank. He works with clients to help identify their primary goals and needs, coordinating both local resources and national capabilities to help pursue clients’ goals. Jerome and his team provide guidance on integrated wealth management strategies, including investment management, personal trust services, risk management, charitable giving, customized banking and lending for high net worth individuals, real estate investors, business owners, and family offices.

Jerome joined Bank of America in 2015 and has an aggregate of over 10 years of experience spread between consumer banking, business banking, and private banking helping give him experience and insight into the wealth management needs of high net worth individuals and families.  Prior to joining Bank of America, Jerome was a Vice President and Business Banking Officer at US Bank.

Jerome holds a Master’s Degree in Finance from Pepperdine University and a Bachelor’s Degree in Business Administration from the University of California, Riverside.

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.