Catalina Mercedes Ballestas

Current Employers

Employment History

• 06/2021 → 08/2021
  Jpmorgan Chase Bank, Na
  Miami, FL
• 07/2022 → 08/2024
  Jpmorgan Securities Llc
  Miami, FL
• 09/2019 → 08/2021
  University Of Notre Dame
  Notre Dame, IN
• 07/2020 → 07/2020
  Pricewaterhousecoopers
  New York, NY
• 07/2012 → 07/2018
  Unemployed
  Miami, FL
• 07/2022 → 08/2024
  Jpmorgan Chase Bank, Na
  Miami, FL
• 08/2018 → 05/2022
  University Of Notre Dame
  Notre Dame, IN
• 06/2022 → 06/2022
  Unemployed
  Miami, FL
• 10/2024 → 07/2025
  Ie University
  Madrid
• 09/2025 → Present
  Bolton Global Capital
  Bolton, MA
• 10/2025 → Present
  Bolton Global Asset Management
  Bolton, MA
• 06/2026 → Present
  Ballestas Advisors Llc
  Miami, FL

Previous Registrations

• 2022-09-29 → 2024-08-01
  J.P. Morgan Securities Llc
  Miami, FL
  Key Biscayne, FL

Other Businesses

1) Investment Advisor Representative at Bolton Global Asset Management, LLC, a non-affiliated registered investment advisor. Investment-related activity. This activity began in 10/2025, and Catalina spends 140 hours per month on it during trading hours. 2) Registered Representative at Bolton Global Capital LLC, a non-affiliated broker-dealer. Investment-related activity. This activity began in 09/2025, and Catalina spends 140 hours per month on it during trading hours. 3) Co-Owner and authorized member of Cien Group, LLC, an entity established in Florida in 08/2025. The purpose of this business is e-commerce for women's fashion. Not investment-related and not conducted from the branch location. Five hours spent during trading hours a month, forty hours spent outside of trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-29

Other Names

• Catalina Ballestas