Jeff FrankosJeff FrankosExecutive DirectorWealth Advisor
About Jeff
Jeff Frankos is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. As a co-founder of The HFV Group, he leverages his capital markets background to provide executive service support for institutions, corporate executives and high-net-worth individuals.
Jeff works directly with limited and general partners of private equity firms to help manage the venture distributions of their concentrated stock positions. His targeted knowledge of restricted stock sales and options trading, employee stock purchase programs and 10b5-1 plans enables him to help clients diversify their holdings and make the most of their equity compensation opportunities. Following liquidity events, Jeff is skilled at developing sophisticated, tax-efficient planning strategies for holding and investing wealth. He helps ensure a seamless process to generate value for individuals and institutions.
With 16 years of industry experience, Jeff began his career with Charles Schwab, where he specialized in trading and trading operations. Eager to expand his capability set, he moved to Smith Barney to oversee its ESOP and ESPP desk. Subsequently, he worked for Thomas Weisel Partners, focused on high-net-worth client services. He joined J.P. Morgan in 2010, drawn to the firm's institutional research team and global investment platform.
In his free time, Jeff enjoys quality activities with his wife, Emilie, and their two children. He bowls at a professional level, and has many titles and records to his name.
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now