Agustin De Estrada

Current Employers

Employment History

• 01/2007 → 03/2017
  Jp Morgan Chase Bank
  Miami, FL
• 09/2010 → 03/2017
  J.P. Morgan Securities Llc
  Miami, FL
• 04/2017 → Present
  Bolton Global Capital
  Bolton, MA
• 04/2017 → Present
  Bolton Global Asset Management
  Bolton, MA

Other Businesses

1) Investment Advisor Representative with Bolton Global Asset Management, doing business as 'Aurora Partners'. Approved for providing outside investment management services as an IAR through Charles Schwab. Investment related. Majority of time spent providing these services during trading hours and outside trading hours, approximately 160 hours per month. Conducted from branch location. Began September of 2017. 2) Co-owner of Aurora Partners, LLC, entity created to operate securities and investment advisory businesses. Public facing DBA. Not directly investment related. Conducted from branch location. Less than 1 hour spent on activity during and outside business hours per month. Began upon association with current firm. 3) Owner and Manager of Aurora Partners Advisory, LLC. Filed with state November 2019. Entity created to receive payments associated with securities, investment advisory, and insurance businesses. Also pays Branch expenses. Not investment related. Conducted from Branch location. Hours spent per month are less than 1, potentially during trading hours. Not a public facing entity. Registered Rep is contact person. 4) POA for immediate family member. Not investment related and not conducted from branch location. 5) CO-OWNER AND PARTNER OF 'LOS PATOS DE ANGEL DE ESTRADA SRL'. ENTITY IS FAMILY FARM THAT AGUSTIN IS NOT ACTIVELY INVOLVED IN. LOCATED IN ARGENTINA. https://www.estancialospatos.com.ar/. BEGAN DECEMBER 2007. 6) Co-owner and Manager of Los Pajarracos, LLC, entity created to own residential real estate property that is rented out. Located in Key Biscayne. Personally investment related. Began 05/25/2023. 0 hours spent on activity. Rep is contact person. 7) Co-owner and shareholder of Los 3 Patos SA, and entity created for operating purposes related to his family ranch, Estancia Los Patos. Located in Argentina. This activity began on 2/6/2026 and is not investment related. 2 hours spent on activity per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-29
• S63 Uniform Securities Agent State Law Examination
  2010-09-30
• S66 Uniform Combined State Law Examination
  2001-09-18